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Cornerstone Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cornerstone Financial Group’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 		$2.63M Sell
32,644
-97,992
-75% -$7.6M 1.62% 20
2026
Q1 		$2.52M Buy
130,636
+99,140
+315% +$7.37M 1.62% 20
2025
Q4 		$2.29M Buy
31,496
+23,688
+303% +$1.72M 1.6% 20
2025
Q3 		$573K Buy
7,808
+3,720
+91% +$267K 0.44% 47
2025
Q2 		$286K Buy
+4,088
New +$268K 0.24% 60

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Cornerstone Financial Group's VO Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 75% in Q2 2026, selling an estimated $7.6M and leaving 32,644 shares worth $2.63M. The position accounts for 1.62% of the portfolio, ranked #20.

Cornerstone Financial Group first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 2,014 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cornerstone Financial Group held 32,644 shares of Vanguard Morningstar Mid-Cap ETF worth $2.63M as of Q2 2026.
  • Cornerstone Financial Group sold 97,992 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.6M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.62% of Cornerstone Financial Group's portfolio in Q2 2026, its #20 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,014 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.