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Cornerstone Advisory’s Vanguard Morningstar 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cornerstone Advisory's VOT Position: Q2 2026 in Review

Cornerstone Advisory reduced its Vanguard Morningstar 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. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Cornerstone Advisory held 4,703 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.44M as of Q2 2026.
  • Cornerstone Advisory sold 8 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.31K.
  • Vanguard Morningstar 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 Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Cornerstone Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.53M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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