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 Q3	$1.39M	Buy	4,743 +40	+0.9%	+$12K	0.11%	102
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%	-$9.8K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Cornerstone Advisory's VOT Position: Q3 2026 in Review

Cornerstone Advisory increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.85% in Q3 2026, buying an estimated $12K and bringing the position to 4,743 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #102.

Cornerstone Advisory first reported a position in VOT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.53M in Q4 2025. 706 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Cornerstone Advisory held 4,743 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.39M as of Q3 2026.
Cornerstone Advisory bought 40 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $12K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Cornerstone Advisory's portfolio in Q3 2026, its #102 holding.
Cornerstone Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
Cornerstone Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.53M in Q4 2025.
706 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.