Cornerstone Wealth Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cornerstone Wealth Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	13,952 -38,060	-73%	-$2.95M	0.07%	165
2026 Q1	$997K	Buy	52,012 +37,240	+252%	+$2.77M	0.06%	164
2025 Q4	$1.07M	Sell	14,772 -1,820	-11%	-$132K	0.07%	146
2025 Q3	$1.22M	Sell	16,592 -404	-2%	-$29K	0.08%	136
2025 Q2	$1.19M	Sell	16,996 -332	-2%	-$21.8K	0.09%	129
2025 Q1	$1.12M	Sell	17,328 -400	-2%	-$26.8K	0.09%	129
2024 Q4	$1.17M	Buy	17,728 +500	+3%	+$33.9K	0.1%	125
2024 Q3	$1.14M	Buy	17,228 +104	+0.6%	+$6.53K	0.09%	127
2024 Q2	$1.04M	Buy	17,124 +1,076	+7%	+$65.4K	0.09%	125
2024 Q1	$1M	Buy	+16,048	New	+$948K	0.09%	123

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cornerstone Wealth Group's VO Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 73% in Q2 2026, selling an estimated $2.95M and leaving 13,952 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #165.

Cornerstone Wealth Group first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cornerstone Wealth Group held 13,952 shares of Vanguard Morningstar Mid-Cap ETF worth $1.12M as of Q2 2026.
Cornerstone Wealth Group sold 38,060 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.95M.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Cornerstone Wealth Group's portfolio in Q2 2026, its #165 holding.
Cornerstone Wealth Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.22M in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.