Cornerstone Planning Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Cornerstone Planning Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Sell	5,033 -195	-4%	-$130K	0.44%	33
2026 Q1	$3.48M	Sell	5,228 -197	-4%	-$123K	0.46%	35
2025 Q4	$3.47M	Sell	5,425 -5,563	-51%	-$3.46M	0.54%	31
2025 Q3	$867K	Buy	10,988 +9,481	+629%	+$5.59M	0.14%	65
2025 Q2	$870K	Sell	1,507 -425	-22%	-$223K	0.18%	38
2025 Q1	$951K	Buy	1,932 +621	+47%	+$336K	0.23%	32
2024 Q4	$723K	Sell	1,311 -45	-3%	-$24.4K	0.18%	34
2024 Q3	$725K	Sell	1,356 -378	-22%	-$192K	0.19%	33
2024 Q2	$824K	Sell	1,734 -134	-7%	-$64.5K	0.24%	32
2024 Q1	$878K	Sell	1,868 -441	-19%	-$202K	0.27%	27
2023 Q4	$1.01M	Sell	2,309 -1,425	-38%	-$583K	0.33%	26
2023 Q3	$1.47M	Sell	3,734 -485	-11%	-$198K	0.56%	22
2023 Q2	$1.72M	Buy	+4,219	New	+$1.63M	0.68%	19
2022 Q4	$2.2M	Buy	+6,149	New	+$2.17M	0.92%	23

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, selling an estimated $130K and leaving 5,033 shares worth $3.46M. The position accounts for 0.44% of the portfolio, ranked #33.

Cornerstone Planning Group first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.48M in Q1 2026. 2,301 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cornerstone Planning Group held 5,033 shares of Vanguard S&P 500 ETF worth $3.46M as of Q2 2026.
Cornerstone Planning Group sold 195 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $130K.
Vanguard S&P 500 ETF made up 0.44% of Cornerstone Planning Group's portfolio in Q2 2026, its #33 holding.
Cornerstone Planning Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard S&P 500 ETF position peaked at $3.48M in Q1 2026.
2,301 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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