Cornerstone Wealth Advisors, Inc. Vanguard Transaction History
Cornerstone Wealth Advisors, Inc.
- $413 Million
- Q3 2025
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 899,185 shares of VGSH stock, worth $52.9 Million. This represents 12.81% of its overall portfolio holdings.
Number of Shares
899,185
Previous 860,921
4.44%
Holding current value
$52.9 Million
Previous $50.6 Million
4.62%
% of portfolio
12.81%
Previous 13.07%
Shares
19 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio