Cornerstone Financial Group
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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
Q3 		$2.39M Sell
30,472
-2,172
-7% -$177K 1.39% 21
2026
Q2 		$2.63M Sell
32,644
-15
-0% -$1.16K 1.62% 20
2026
Q1 		$2.52M Buy
32,659
+1,163
+4% +$86.4K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cornerstone Financial Group's VO Position: Q3 2026 in Review

Cornerstone Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.7% in Q3 2026, selling an estimated $177K and leaving 30,472 shares worth $2.39M. The position accounts for 1.39% of the portfolio, ranked #21.

Cornerstone Financial Group first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q2 2026. 2,081 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Cornerstone Financial Group held 30,472 shares of Vanguard Morningstar Mid-Cap ETF worth $2.39M as of Q3 2026.
  • Cornerstone Financial Group sold 2,172 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $177K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.39% of Cornerstone Financial Group's portfolio in Q3 2026, its #21 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Cornerstone Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $2.63M in Q2 2026.
  • 2,081 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.