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Cornerstone Planning Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cornerstone Planning Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$189K Sell
2,211
-11,415
-84% -$960K 0.02% 177
2026
Q1 		$191K Buy
13,626
+12,042
+760% +$937K 0.03% 173
2025
Q4 		$129K Buy
1,584
+1,506
+1,931% +$122K 0.02% 184
2025
Q3 		$10.3K Buy
+78
New +$5.96K ﹤0.01% 775
2022
Q4 		$12.4K Buy
+336
New +$12.4K 0.01% 574

Other funds holding VUG

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 84% in Q2 2026, selling an estimated $960K and leaving 2,211 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #177.

Cornerstone Planning Group first reported a position in VUG in Q4 2022 and has held it in 5 quarters since. The position peaked at $191K in Q1 2026. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cornerstone Planning Group held 2,211 shares of Vanguard Morningstar Growth ETF worth $189K as of Q2 2026.
  • Cornerstone Planning Group sold 11,415 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $960K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #177 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Vanguard Morningstar Growth ETF position peaked at $191K in Q1 2026.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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