VOO β€” VANGUARD INDEX FDS

Ownership history in Cornerstone Financial Group, LLC /NE/  Β·  5 quarters on record

AI Ownership Summary

Cornerstone Financial Group, LLC /NE/ reported VANGUARD INDEX FDS (VOO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2025 Q3. The latest visible filing shows VOO at 1.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Financial Group, LLC /NE/'s position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOO was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Financial Group, LLC /NE/ held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,548 -98 -2.7% 1.55% $2.2M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 3,646 +72 +2.0% 1.73% $2.2M 2025-11-12 $624.48
2025 Q2 REDUCED 3,574 -5 -0.1% 1.73% $2.0M 2025-08-15 $586.37
2025 Q1 ADDED 3,579 +356 +11.0% 1.73% $1.9M 2025-05-13 $533.05
2024 Q4 INITIATED 3,223 β€” β€” 1.71% $1.7M 2025-02-14 $552.13

FAQ About Cornerstone Financial Group, LLC /NE/ and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Financial Group, LLC /NE/ reported owning VOO?

Cornerstone Financial Group, LLC /NE/ reported VOO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VOO position in Cornerstone Financial Group, LLC /NE/'s portfolio?

The largest reported portfolio weight for VOO was 1.73% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Financial Group, LLC /NE/ reported 3,548 shares, equal to 1.55% of portfolio, with an estimated market value of $2.2M.

What does the chart on this VOO ownership page compare?

The chart compares Cornerstone Financial Group, LLC /NE/'s quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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