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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118K	Sell	1,440 -7,050	-83%	-$560K	0.01%	225
2026 Q1	$112K	Buy	8,490 +7,098	+510%	+$513K	0.01%	231
2025 Q4	$105K	Sell	1,392 -14,640	-91%	-$1.08M	0.02%	211
2025 Q3	$213K	Buy	16,032 +14,466	+924%	+$1M	0.03%	133
2025 Q2	$107K	Hold	1,566	–	–	0.02%	132
2025 Q1	$85K	Buy	1,566 +144	+10%	+$8.73K	0.02%	163
2024 Q4	$87.4K	Buy	1,422 +6	+0.4%	+$360	0.02%	120
2024 Q3	$83.9K	Hold	1,416	–	–	0.02%	129
2024 Q2	$72K	Hold	1,416	–	–	0.02%	160
2024 Q1	$70.8K	Buy	1,416 +6	+0.4%	+$290	0.02%	134
2023 Q4	$63.7K	Buy	1,410 +90	+7%	+$3.85K	0.02%	151
2023 Q3	$54.4K	Hold	1,320	–	–	0.02%	172
2023 Q2	$55.8K	Buy	+1,320	New	+$52.5K	0.02%	223
2022 Q4	$46.7K	Buy	+1,314	New	+$47.4K	0.02%	282

Other funds holding VOOG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 83% in Q2 2026, selling an estimated $560K and leaving 1,440 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #225.

Cornerstone Planning Group first reported a position in VOOG in Q4 2022 and has held it in 14 quarters since. The position peaked at $213K in Q3 2025. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Cornerstone Planning Group held 1,440 shares of Vanguard S&P 500 Growth ETF worth $118K as of Q2 2026.
Cornerstone Planning Group sold 7,050 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $560K.
Vanguard S&P 500 Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #225 holding.
Cornerstone Planning Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard S&P 500 Growth ETF position peaked at $213K in Q3 2025.
496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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