Cornerstone Advisory, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Cornerstone Advisory, LLC

$720 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 20, 2022	SELL	$102.67 - $120.58 $4,106 - $4,823	-40 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$112.65 - $123.8 $4,506 - $4,952	40 New	40 $10,000

Others Institutions Holding VIOG

# of Institutions

157

Shares Held

3.02M

Call Options Held

2.9K

Put Options Held

200

Ameriprise Financial Inc Minneapolis, MN

306K
Shares

$37.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

225K
Shares

$27.5 Million
0.0% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

180K
Shares

$22 Million
0.23% of portfolio
Octavia Wealth Advisors, LLC

142K
Shares

$17.3 Million
2.1% of portfolio
Mariner, LLC Overland Park, KS

134K
Shares

$16.3 Million
0.03% of portfolio

About VANGUARD S&P SMALL CAP 600 GRO

Ticker VIOG
Sector ETFs
Industry ETFs

More about VIOG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Advisory, LLC with notifications on news.