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

Cornerstone Planning 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 		– Sell
-585
Closed -$47.1K – 1662
2026
Q2 		$47.1K Sell
585
-768
-57% -$59.5K 0.01% 419
2026
Q1 		$105K Buy
1,353
+889
+192% +$66.1K 0.01% 241
2025
Q4 		$34.7K Sell
464
-9,088
-95% -$661K 0.01% 435
2025
Q3 		$411K Buy
9,552
+9,184
+2,496% +$660K 0.07% 96
2025
Q2 		$26.3K Sell
368
-264
-42% -$17.3K 0.01% 361
2025
Q1 		$39.3K Buy
632
+116
+22% +$7.78K 0.01% 280
2024
Q4 		$35.5K Sell
516
-1,952
-79% -$133K 0.01% 228
2024
Q3 		$164K Buy
2,468
+8
+0.3% +$502 0.04% 81
2024
Q2 		$146K Sell
2,460
-32
-1% -$1.94K 0.04% 103
2024
Q1 		$150K Sell
2,492
-732
-23% -$43.3K 0.05% 88
2023
Q4 		$188K Sell
3,224
-660
-17% -$35.3K 0.06% 85
2023
Q3 		$202K Sell
3,884
-1,124
-22% -$61.6K 0.08% 80
2023
Q2 		$276K Buy
+5,008
New +$263K 0.11% 72
2022
Q4 		$433K Buy
+8,284
New +$422K 0.18% 64

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 585 shares — an estimated $47.1K sold.

Cornerstone Planning Group first reported a position in VO in Q4 2022 and held it in 14 quarters. The position peaked at $433K in Q4 2022. 837 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 585 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $47.1K.
  • Cornerstone Planning Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Vanguard Morningstar Mid-Cap ETF position peaked at $433K in Q4 2022.
  • 837 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.