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

Cornerstone Management’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
2023 Q2	–	Sell	-529	Closed	-$103K	–	230
2023 Q1	$103K	Hold	529	–	–	0.03%	65
2022 Q4	$95.1K	Hold	529	–	–	0.03%	64
2022 Q3	$90.2K	Sell	529 -42	-7%	-$7.95K	0.02%	65
2022 Q2	$100K	Buy	571 +135	+31%	+$26.1K	0.03%	66
2022 Q1	$97.1K	Hold	436	–	–	0.02%	71
2021 Q4	$111K	Buy	+436	New	+$110K	0.03%	66

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cornerstone Management's VOT Position: Q2 2023 in Review

Cornerstone Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 529 shares — an estimated $103K sold.

Cornerstone Management first reported a position in VOT in Q4 2021 and held it in 6 quarters. The position peaked at $111K in Q4 2021. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Cornerstone Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Cornerstone Management sold 529 Vanguard Mid-Cap Growth ETF shares in Q2 2023, an estimated $103K.
Cornerstone Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Cornerstone Management's Vanguard Mid-Cap Growth ETF position peaked at $111K in Q4 2021.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.