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 Q2	$47.1K	Sell	585 -4,827	-89%	-$374K	0.01%	419
2026 Q1	$105K	Buy	5,412 +4,948	+1,066%	+$368K	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%	+$7.79K	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%	-$1.95K	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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 89% in Q2 2026, selling an estimated $374K and leaving 585 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #419.

Cornerstone Planning Group first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $433K in Q4 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cornerstone Planning Group held 585 shares of Vanguard Morningstar Mid-Cap ETF worth $47.1K as of Q2 2026.
Cornerstone Planning Group sold 4,827 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $374K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #419 holding.
Cornerstone Planning Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard Morningstar Mid-Cap ETF position peaked at $433K in Q4 2022.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.