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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-77	Closed	-$22K	–	1955
2026 Q1	$22K	Buy	77 +1	+1%	+$274	﹤0.01%	636
2025 Q4	$21.5K	Sell	76 -7,729	-99%	-$2.21M	﹤0.01%	571
2025 Q3	$367K	Buy	+7,805	New	+$2.25M	0.06%	100

Other funds holding VOT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cornerstone Planning Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 77 shares — an estimated $22K sold.

Cornerstone Planning Group first reported a position in VOT in Q3 2025 and held it in 3 quarters. The position peaked at $367K in Q3 2025. 795 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Cornerstone Planning Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Planning Group sold 77 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $22K.
Cornerstone Planning Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and held it in 3 quarters.
Cornerstone Planning Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $367K in Q3 2025.
795 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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