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

Cornerstone Planning Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Sell
1,181
-142
-11% -$27.5K 0.03% 157
2026
Q1 		$256K Sell
1,323
-445
-25% -$83.1K 0.03% 147
2025
Q4 		$328K Buy
1,768
+94
+6% +$16.5K 0.05% 109
2025
Q3 		$149K Sell
1,674
-184
-10% -$31.3K 0.02% 166
2025
Q2 		$311K Sell
1,858
-39
-2% -$6.17K 0.06% 67
2025
Q1 		$290K Buy
1,897
+34
+2% +$5.56K 0.07% 68
2024
Q4 		$312K Sell
1,863
-1,595
-46% -$269K 0.08% 55
2024
Q3 		$577K Sell
3,458
-58,420
-94% -$9.29M 0.15% 38
2024
Q2 		$9.41M Buy
61,878
+4,013
+7% +$609K 2.7% 13
2024
Q1 		$8.72M Buy
57,865
+4,108
+8% +$603K 2.71% 12
2023
Q4 		$7.8M Buy
53,757
+4,771
+10% +$641K 2.57% 13
2023
Q3 		$6.42M Buy
48,986
+7,374
+18% +$1.02M 2.44% 12
2023
Q2 		$5.76M Buy
+41,612
New +$5.55M 2.28% 12
2022
Q4 		$4.69M Buy
+33,944
New +$4.55M 1.96% 12

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, selling an estimated $27.5K and leaving 1,181 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #157.

Cornerstone Planning Group first reported a position in VOE in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.41M in Q2 2024. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Cornerstone Planning Group held 1,181 shares of Vanguard Morningstar Mid-Cap Value ETF worth $239K as of Q2 2026.
  • Cornerstone Planning Group sold 142 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $27.5K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #157 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $9.41M in Q2 2024.
  • 850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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