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Cornerstone Advisory’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cornerstone Advisory’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
4,703
-8
-0.2% -$2.31K 0.12% 101
2026
Q1 		$1.21M Sell
4,711
-756
-14% -$207K 0.11% 102
2025
Q4 		$1.53M Buy
5,467
+334
+7% +$95.6K 0.15% 84
2025
Q3 		$1.51M Buy
5,133
+215
+4% +$62K 0.15% 81
2025
Q2 		$1.4M Buy
4,918
+38
+0.8% +$9.8K 0.15% 80
2025
Q1 		$1.23M Buy
4,880
+285
+6% +$74.1K 0.14% 79
2024
Q4 		$1.25M Buy
4,595
+898
+24% +$231K 0.14% 81
2024
Q3 		$900K Buy
3,697
+509
+16% +$119K 0.12% 89
2024
Q2 		$732K Buy
3,188
+350
+12% +$80.3K 0.1% 99
2024
Q1 		$669K Sell
2,838
-80
-3% -$17.9K 0.1% 120
2023
Q4 		$641K Buy
2,918
+616
+27% +$123K 0.1% 117
2023
Q3 		$448K Buy
2,302
+35
+2% +$7.15K 0.08% 135
2023
Q2 		$466K Sell
2,267
-236
-9% -$45.7K 0.08% 133
2023
Q1 		$488K Sell
2,503
-650
-21% -$124K 0.09% 133
2022
Q4 		$567K Sell
3,153
-1,179
-27% -$214K 0.11% 118
2022
Q3 		$739K Sell
4,332
-1,025
-19% -$194K 0.17% 88
2022
Q2 		$940K Buy
5,357
+696
+15% +$135K 0.22% 78
2022
Q1 		$1.04M Buy
4,661
+623
+15% +$138K 0.16% 104
2021
Q4 		$1.03M Sell
4,038
-424
-10% -$107K 0.15% 102
2021
Q3 		$1.05M Buy
4,462
+1,911
+75% +$463K 0.17% 92
2021
Q2 		$603K Sell
2,551
-1,757
-41% -$394K 0.1% 145
2021
Q1 		$925K Sell
4,308
-78
-2% -$16.9K 0.18% 101
2020
Q4 		$931K Sell
4,386
-50
-1% -$9.85K 0.19% 98
2020
Q3 		$799K Sell
4,436
-112
-2% -$19.7K 0.19% 98
2020
Q2 		$750K Buy
4,548
+1,694
+59% +$256K 0.2% 89
2020
Q1 		$362K Buy
2,854
+860
+43% +$131K 0.11% 111
2019
Q4 		$317K Buy
+1,994
New +$304K 0.07% 139

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cornerstone Advisory's VOT Position: Q2 2026 in Review

Cornerstone Advisory reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.17% in Q2 2026, selling an estimated $2.31K and leaving 4,703 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #101.

Cornerstone Advisory first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.53M in Q4 2025. 483 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Cornerstone Advisory held 4,703 shares of Vanguard Mid-Cap Growth ETF worth $1.44M as of Q2 2026.
  • Cornerstone Advisory sold 8 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.31K.
  • Vanguard Mid-Cap Growth ETF made up 0.12% of Cornerstone Advisory's portfolio in Q2 2026, its #101 holding.
  • Cornerstone Advisory first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Cornerstone Advisory's Vanguard Mid-Cap Growth ETF position peaked at $1.53M in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.