Back to VGES
Cornerstone Financial Management LLC → VGES
Cornerstone Financial Management LLC VGES Position History
VGES
Quarters held
214
Latest value
$1.1M
Q2 2026
Peak value
$6.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $35K |
| Q4 2025 | $35K |
| Q4 2025 | $106K |
| Q4 2025 | $106K |
| Q4 2025 | $5.4M |
| Q4 2025 | $5.4M |
| Q4 2025 | $5.2M |
| Q4 2025 | $5.2M |
| Q4 2025 | $4M |
| Q4 2025 | $4M |
| Q4 2025 | $115K |
| Q4 2025 | $115K |
| Q4 2025 | $87K |
| Q4 2025 | $87K |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $665K |
| Q4 2025 | $665K |
| Q4 2025 | $39K |
| Q4 2025 | $39K |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $389K |
| Q4 2025 | $389K |
| Q4 2025 | $11K |
| Q4 2025 | $11K |
| Q4 2025 | $275K |
| Q4 2025 | $275K |
| Q4 2025 | $21K |
| Q4 2025 | $21K |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $5M |
| Q4 2025 | $5M |
| Q4 2025 | $2M |
| Q4 2025 | $2M |
| Q4 2025 | $318K |
| Q4 2025 | $318K |
| Q4 2025 | $5M |
| Q4 2025 | $5M |
| Q4 2025 | $3.9M |
| Q4 2025 | $3.9M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $169K |
| Q4 2025 | $169K |
| Q4 2025 | $38K |
| Q4 2025 | $38K |
| Q4 2025 | $86K |
| Q4 2025 | $86K |
| Q4 2025 | $79K |
| Q4 2025 | $79K |
| Q4 2025 | $232K |
| Q4 2025 | $232K |
| Q4 2025 | $1.9M |
| Q4 2025 | $1.9M |
| Q4 2025 | $115K |
| Q4 2025 | $115K |
| Q4 2025 | $11K |
| Q4 2025 | $11K |
| Q4 2025 | $465K |
| Q4 2025 | $465K |
| Q4 2025 | $150K |
| Q4 2025 | $150K |
| Q4 2025 | $83K |
| Q4 2025 | $83K |
| Q4 2025 | $1M |
| Q4 2025 | $1M |
| Q1 2026 | $35K |
| Q1 2026 | $35K |
| Q1 2026 | $98K |
| Q1 2026 | $98K |
| Q1 2026 | $4.9M |
| Q1 2026 | $4.9M |
| Q1 2026 | $5.4M |
| Q1 2026 | $5.4M |
| Q1 2026 | $3.5M |
| Q1 2026 | $3.5M |
| Q1 2026 | $118K |
| Q1 2026 | $118K |
| Q1 2026 | $10K |
| Q1 2026 | $10K |
| Q1 2026 | $90K |
| Q1 2026 | $90K |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $576K |
| Q1 2026 | $576K |
| Q1 2026 | $411K |
| Q1 2026 | $411K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $376K |
| Q1 2026 | $376K |
| Q1 2026 | $11K |
| Q1 2026 | $11K |
| Q1 2026 | $270K |
| Q1 2026 | $270K |
| Q1 2026 | $21K |
| Q1 2026 | $21K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $5.5M |
| Q1 2026 | $5.5M |
| Q1 2026 | $2.1M |
| Q1 2026 | $2.1M |
| Q1 2026 | $293K |
| Q1 2026 | $293K |
| Q1 2026 | $5.3M |
| Q1 2026 | $5.3M |
| Q1 2026 | $4.1M |
| Q1 2026 | $4.1M |
| Q1 2026 | $2M |
| Q1 2026 | $2M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $161K |
| Q1 2026 | $161K |
| Q1 2026 | $40K |
| Q1 2026 | $40K |
| Q1 2026 | $114K |
| Q1 2026 | $114K |
| Q1 2026 | $80K |
| Q1 2026 | $80K |
| Q1 2026 | $193K |
| Q1 2026 | $193K |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.9M |
| Q1 2026 | $109K |
| Q1 2026 | $109K |
| Q1 2026 | $11K |
| Q1 2026 | $11K |
| Q1 2026 | $367K |
| Q1 2026 | $367K |
| Q1 2026 | $154K |
| Q1 2026 | $154K |
| Q1 2026 | $96K |
| Q1 2026 | $96K |
| Q1 2026 | $973K |
| Q1 2026 | $973K |
| Q2 2026 | $39K |
| Q2 2026 | $39K |
| Q2 2026 | $116K |
| Q2 2026 | $116K |
| Q2 2026 | $5.8M |
| Q2 2026 | $5.8M |
| Q2 2026 | $6.1M |
| Q2 2026 | $6.1M |
| Q2 2026 | $4M |
| Q2 2026 | $4M |
| Q2 2026 | $136K |
| Q2 2026 | $136K |
| Q2 2026 | $13K |
| Q2 2026 | $13K |
| Q2 2026 | $107K |
| Q2 2026 | $107K |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.7M |
| Q2 2026 | $600K |
| Q2 2026 | $600K |
| Q2 2026 | $457K |
| Q2 2026 | $457K |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $389K |
| Q2 2026 | $389K |
| Q2 2026 | $79K |
| Q2 2026 | $79K |
| Q2 2026 | $306K |
| Q2 2026 | $306K |
| Q2 2026 | $24K |
| Q2 2026 | $24K |
| Q2 2026 | $1.6M |
| Q2 2026 | $1.6M |
| Q2 2026 | $5.3M |
| Q2 2026 | $5.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.1M |
| Q2 2026 | $325K |
| Q2 2026 | $325K |
| Q2 2026 | $5.2M |
| Q2 2026 | $5.2M |
| Q2 2026 | $4M |
| Q2 2026 | $4M |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.5M |
| Q2 2026 | $185K |
| Q2 2026 | $185K |
| Q2 2026 | $43K |
| Q2 2026 | $43K |
| Q2 2026 | $146K |
| Q2 2026 | $146K |
| Q2 2026 | $87K |
| Q2 2026 | $87K |
| Q2 2026 | $216K |
| Q2 2026 | $216K |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.1M |
| Q2 2026 | $126K |
| Q2 2026 | $126K |
| Q2 2026 | $13K |
| Q2 2026 | $13K |
| Q2 2026 | $434K |
| Q2 2026 | $434K |
| Q2 2026 | $171K |
| Q2 2026 | $171K |
| Q2 2026 | $111K |
| Q2 2026 | $111K |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $1.1M | 3.0K | — | — |
| Q2 2026 | $1.1M | 3.0K | — | — |
| Q2 2026 | $111K | 367 | — | — |
| Q2 2026 | $111K | 367 | — | — |
| Q2 2026 | $171K | 785 | — | — |
| Q2 2026 | $171K | 785 | — | — |
| Q2 2026 | $434K | 5.0K | — | — |
| Q2 2026 | $434K | 5.0K | — | — |
| Q2 2026 | $13K | 53 | — | — |
| Q2 2026 | $13K | 53 | — | — |
| Q2 2026 | $126K | 365 | — | — |
| Q2 2026 | $126K | 365 | — | — |
| Q2 2026 | $2.1M | 26.4K | — | — |
| Q2 2026 | $2.1M | 26.4K | — | — |
| Q2 2026 | $216K | 888 | — | — |
| Q2 2026 | $216K | 888 | — | — |
| Q2 2026 | $87K | 898 | — | — |
| Q2 2026 | $87K | 898 | — | — |
| Q2 2026 | $146K | 478 | — | — |
| Q2 2026 | $146K | 478 | — | — |
| Q2 2026 | $43K | 217 | — | — |
| Q2 2026 | $43K | 217 | — | — |
| Q2 2026 | $185K | 270 | — | — |
| Q2 2026 | $185K | 270 | — | — |
| Q2 2026 | $1.5M | 29.2K | — | — |
| Q2 2026 | $1.5M | 29.2K | — | — |
| Q2 2026 | $2.1M | 25.3K | — | — |
| Q2 2026 | $2.1M | 25.3K | — | — |
| Q2 2026 | $4M | 84.5K | — | — |
| Q2 2026 | $4M | 84.5K | — | — |
| Q2 2026 | $5.2M | 87.7K | — | — |
| Q2 2026 | $5.2M | 87.7K | — | — |
| Q2 2026 | $325K | 1.7K | — | — |
| Q2 2026 | $325K | 1.7K | — | — |
| Q2 2026 | $2.1M | 27.2K | — | — |
| Q2 2026 | $2.1M | 27.2K | — | — |
| Q2 2026 | $5.3M | 91.8K | — | — |
| Q2 2026 | $5.3M | 91.8K | — | — |
| Q2 2026 | $1.6M | 26.5K | — | — |
| Q2 2026 | $1.6M | 26.5K | — | — |
| Q2 2026 | $24K | 282 | — | — |
| Q2 2026 | $24K | 282 | — | — |
| Q2 2026 | $306K | 1.9K | — | — |
| Q2 2026 | $306K | 1.9K | — | — |
| Q2 2026 | $79K | 1.6K | — | — |
| Q2 2026 | $79K | 1.6K | — | — |
| Q2 2026 | $389K | 4.0K | — | — |
| Q2 2026 | $389K | 4.0K | — | — |
| Q2 2026 | $1.3M | 8.4K | — | — |
| Q2 2026 | $1.3M | 8.4K | — | — |
| Q2 2026 | $457K | 6.4K | — | — |
| Q2 2026 | $457K | 6.4K | — | — |
| Q2 2026 | $600K | 5.9K | — | — |
| Q2 2026 | $600K | 5.9K | — | — |
| Q2 2026 | $1.7M | 14.9K | — | — |
| Q2 2026 | $1.7M | 14.9K | — | — |
| Q2 2026 | $107K | 780 | — | — |
| Q2 2026 | $107K | 780 | — | — |
| Q2 2026 | $13K | 82 | — | — |
| Q2 2026 | $13K | 82 | — | — |
| Q2 2026 | $136K | 1.2K | — | — |
| Q2 2026 | $136K | 1.2K | — | — |
| Q2 2026 | $4M | 14.6K | — | — |
| Q2 2026 | $4M | 14.6K | — | — |
| Q2 2026 | $6.1M | 37.6K | — | — |
| Q2 2026 | $6.1M | 37.6K | — | — |
| Q2 2026 | $5.8M | 66.4K | — | — |
| Q2 2026 | $5.8M | 66.4K | — | — |
| Q2 2026 | $116K | 875 | — | — |
| Q2 2026 | $116K | 875 | — | — |
| Q2 2026 | $39K | 458 | — | — |
| Q2 2026 | $39K | 458 | — | — |
| Q1 2026 | $973K | 3.0K | — | — |
| Q1 2026 | $973K | 3.0K | — | — |
| Q1 2026 | $96K | 367 | — | — |
| Q1 2026 | $96K | 367 | — | — |
| Q1 2026 | $154K | 785 | — | — |
| Q1 2026 | $154K | 785 | — | — |
| Q1 2026 | $367K | 840 | — | — |
| Q1 2026 | $367K | 840 | — | — |
| Q1 2026 | $11K | 53 | — | — |
| Q1 2026 | $11K | 53 | — | — |
| Q1 2026 | $109K | 365 | — | — |
| Q1 2026 | $109K | 365 | — | — |
| Q1 2026 | $1.9M | 6.6K | — | — |
| Q1 2026 | $1.9M | 6.6K | — | — |
| Q1 2026 | $193K | 888 | — | — |
| Q1 2026 | $193K | 888 | — | — |
| Q1 2026 | $80K | 898 | — | — |
| Q1 2026 | $80K | 898 | — | — |
| Q1 2026 | $114K | 443 | — | — |
| Q1 2026 | $114K | 443 | — | — |
| Q1 2026 | $40K | 217 | — | — |
| Q1 2026 | $40K | 217 | — | — |
| Q1 2026 | $161K | 270 | — | — |
| Q1 2026 | $161K | 270 | — | — |
| Q1 2026 | $1.5M | 29.4K | — | — |
| Q1 2026 | $1.5M | 29.4K | — | — |
| Q1 2026 | $2M | 24.0K | — | — |
| Q1 2026 | $2M | 24.0K | — | — |
| Q1 2026 | $4.1M | 86.3K | — | — |
| Q1 2026 | $4.1M | 86.3K | — | — |
| Q1 2026 | $5.3M | 89.5K | — | — |
| Q1 2026 | $5.3M | 89.5K | — | — |
| Q1 2026 | $293K | 1.8K | — | — |
| Q1 2026 | $293K | 1.8K | — | — |
| Q1 2026 | $2.1M | 26.3K | — | — |
| Q1 2026 | $2.1M | 26.3K | — | — |
| Q1 2026 | $5.5M | 93.9K | — | — |
| Q1 2026 | $5.5M | 93.9K | — | — |
| Q1 2026 | $1.4M | 25.8K | — | — |
| Q1 2026 | $1.4M | 25.8K | — | — |
| Q1 2026 | $21K | 282 | — | — |
| Q1 2026 | $21K | 282 | — | — |
| Q1 2026 | $270K | 1.9K | — | — |
| Q1 2026 | $270K | 1.9K | — | — |
| Q1 2026 | $11K | 211 | — | — |
| Q1 2026 | $11K | 211 | — | — |
| Q1 2026 | $376K | 4.0K | — | — |
| Q1 2026 | $376K | 4.0K | — | — |
| Q1 2026 | $1.3M | 8.7K | — | — |
| Q1 2026 | $1.3M | 8.7K | — | — |
| Q1 2026 | $411K | 6.4K | — | — |
| Q1 2026 | $411K | 6.4K | — | — |
| Q1 2026 | $576K | 5.7K | — | — |
| Q1 2026 | $576K | 5.7K | — | — |
| Q1 2026 | $1.5M | 15.1K | — | — |
| Q1 2026 | $1.5M | 15.1K | — | — |
| Q1 2026 | $90K | 780 | — | — |
| Q1 2026 | $90K | 780 | — | — |
| Q1 2026 | $10K | 82 | — | — |
| Q1 2026 | $10K | 82 | — | — |
| Q1 2026 | $118K | 1.2K | — | — |
| Q1 2026 | $118K | 1.2K | — | — |
| Q1 2026 | $3.5M | 14.9K | — | — |
| Q1 2026 | $3.5M | 14.9K | — | — |
| Q1 2026 | $5.4M | 37.1K | — | — |
| Q1 2026 | $5.4M | 37.1K | — | — |
| Q1 2026 | $4.9M | 13.4K | — | — |
| Q1 2026 | $4.9M | 13.4K | — | — |
| Q1 2026 | $98K | 875 | — | — |
| Q1 2026 | $98K | 875 | — | — |
| Q1 2026 | $35K | 458 | — | — |
| Q1 2026 | $35K | 458 | — | — |
| Q4 2025 | $1M | 3.0K | — | — |
| Q4 2025 | $1M | 3.0K | — | — |
| Q4 2025 | $83K | 323 | — | — |
| Q4 2025 | $83K | 323 | — | — |
| Q4 2025 | $150K | 785 | — | — |
| Q4 2025 | $150K | 785 | — | — |
| Q4 2025 | $465K | 954 | — | — |
| Q4 2025 | $465K | 954 | — | — |
| Q4 2025 | $11K | 53 | — | — |
| Q4 2025 | $11K | 53 | — | — |
| Q4 2025 | $115K | 365 | — | — |
| Q4 2025 | $115K | 365 | — | — |
| Q4 2025 | $1.9M | 6.4K | — | — |
| Q4 2025 | $1.9M | 6.4K | — | — |
| Q4 2025 | $232K | 1.1K | — | — |
| Q4 2025 | $232K | 1.1K | — | — |
| Q4 2025 | $79K | 898 | — | — |
| Q4 2025 | $79K | 898 | — | — |
| Q4 2025 | $86K | 307 | — | — |
| Q4 2025 | $86K | 307 | — | — |
| Q4 2025 | $38K | 217 | — | — |
| Q4 2025 | $38K | 217 | — | — |
| Q4 2025 | $169K | 270 | — | — |
| Q4 2025 | $169K | 270 | — | — |
| Q4 2025 | $1.5M | 30.6K | — | — |
| Q4 2025 | $1.5M | 30.6K | — | — |
| Q4 2025 | $1.8M | 21.7K | — | — |
| Q4 2025 | $1.8M | 21.7K | — | — |
| Q4 2025 | $3.9M | 83.1K | — | — |
| Q4 2025 | $3.9M | 83.1K | — | — |
| Q4 2025 | $5M | 83.6K | — | — |
| Q4 2025 | $5M | 83.6K | — | — |
| Q4 2025 | $318K | 2.0K | — | — |
| Q4 2025 | $318K | 2.0K | — | — |
| Q4 2025 | $2M | 24.8K | — | — |
| Q4 2025 | $2M | 24.8K | — | — |
| Q4 2025 | $5M | 85.6K | — | — |
| Q4 2025 | $5M | 85.6K | — | — |
| Q4 2025 | $1.3M | 23.8K | — | — |
| Q4 2025 | $1.3M | 23.8K | — | — |
| Q4 2025 | $21K | 282 | — | — |
| Q4 2025 | $21K | 282 | — | — |
| Q4 2025 | $275K | 1.9K | — | — |
| Q4 2025 | $275K | 1.9K | — | — |
| Q4 2025 | $11K | 211 | — | — |
| Q4 2025 | $11K | 211 | — | — |
| Q4 2025 | $389K | 4.3K | — | — |
| Q4 2025 | $389K | 4.3K | — | — |
| Q4 2025 | $1.3M | 9.4K | — | — |
| Q4 2025 | $1.3M | 9.4K | — | — |
| Q4 2025 | $39K | 625 | — | — |
| Q4 2025 | $39K | 625 | — | — |
| Q4 2025 | $665K | 6.5K | — | — |
| Q4 2025 | $665K | 6.5K | — | — |
| Q4 2025 | $1.5M | 14.9K | — | — |
| Q4 2025 | $1.5M | 14.9K | — | — |
| Q4 2025 | $87K | 780 | — | — |
| Q4 2025 | $87K | 780 | — | — |
| Q4 2025 | $115K | 1.2K | — | — |
| Q4 2025 | $115K | 1.2K | — | — |
| Q4 2025 | $4M | 15.9K | — | — |
| Q4 2025 | $4M | 15.9K | — | — |
| Q4 2025 | $5.2M | 37.0K | — | — |
| Q4 2025 | $5.2M | 37.0K | — | — |
| Q4 2025 | $5.4M | 13.0K | — | — |
| Q4 2025 | $5.4M | 13.0K | — | — |
| Q4 2025 | $106K | 875 | — | — |
| Q4 2025 | $106K | 875 | — | — |
| Q4 2025 | $35K | 458 | — | — |
| Q4 2025 | $35K | 458 | — | — |
Other funds holding VGES
Other Cornerstone Financial Management LLC positions
SCHW-PJ
$4.6MSCHWAB U.S. LARGE-CAP ETF
SCHW-PJ
$4.6MSCHWAB U.S. LARGE-CAP ETF
FPF
$4MFIRST TRUST LOW DURATION OPPORTUNITIES ETF
FPF
$4MFIRST TRUST LOW DURATION OPPORTUNITIES ETF
FPF
$4MFIRST TRUST LOW DURATION OPPORTUNITIES ETF
FPF
$4MFIRST TRUST LOW DURATION OPPORTUNITIES ETF
SCHW-PJ
$3.9MSCHWAB U.S. LARGE-CAP ETF
SCHW-PJ
$3.9MSCHWAB U.S. LARGE-CAP ETF