Cornerstone Advisors Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cornerstone Advisors Asset Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Hold	4,000	–	–	0.04%	110
2026 Q1	$287K	Sell	4,000 -516	-11%	-$38.3K	0.04%	115
2025 Q4	$328K	Sell	4,516 -68	-1%	-$4.95K	0.05%	108
2025 Q3	$337K	Hold	4,584	–	–	0.06%	100
2025 Q2	$321K	Sell	4,584 -2,256	-33%	-$148K	0.06%	96
2025 Q1	$442K	Sell	6,840 -188	-3%	-$12.6K	0.09%	97
2024 Q4	$464K	Buy	+7,028	New	+$477K	0.1%	85
2024 Q1	–	Sell	-3,800	Closed	-$221K	–	104
2023 Q4	$221K	Buy	+3,800	New	+$203K	0.08%	97
2023 Q3	–	Sell	-4,204	Closed	-$231K	–	97
2023 Q2	$231K	Buy	+4,204	New	+$220K	0.1%	83

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cornerstone Advisors Asset Management's VO Position: Q2 2026 in Review

Cornerstone Advisors Asset Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,000 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #110.

Cornerstone Advisors Asset Management first reported a position in VO in Q2 2023 and has held it in 9 quarters since. The position peaked at $464K in Q4 2024. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cornerstone Advisors Asset Management held 4,000 shares of Vanguard Morningstar Mid-Cap ETF worth $322K as of Q2 2026.
Cornerstone Advisors Asset Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #110 holding.
Cornerstone Advisors Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 9 quarters since.
Cornerstone Advisors Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $464K in Q4 2024.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.