Ownership history in Cornerstone Wealth Management, LLC Β· 38 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in VANGUARD STAR FD (VXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Wealth Management, LLC underperformed the S&P 500 by β5.8% annually on this VXUS position. Timing score: 51% (19/37 decisions correct). Average cost basis: $42.77. Maximum drawdown during holding period: β27.5%.
β Significantly underperformed the S&P 500 by 5.8% ann.
37 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
19 of 37 add/trim decisions correct
Best entry: $33.18 (2016 Q1) Β· Worst: $72.06 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
23 adds Β· 15 trims. Bought during 7 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.9% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size