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Cornerstone Wealth Group’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cornerstone Wealth Group's VO Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Vanguard Mid-Cap ETF (VO) stake by 252% in Q1 2026, buying an estimated $2.77M and bringing the position to 52,012 shares worth $997K. The position accounts for 0.06% of the portfolio, ranked #164.

Cornerstone Wealth Group first reported a position in VO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Cornerstone Wealth Group held 52,012 shares of Vanguard Mid-Cap ETF worth $997K as of Q1 2026.
  • Cornerstone Wealth Group bought 37,240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.77M.
  • Vanguard Mid-Cap ETF made up 0.06% of Cornerstone Wealth Group's portfolio in Q1 2026, its #164 holding.
  • Cornerstone Wealth Group first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Cornerstone Wealth Group's Vanguard Mid-Cap ETF position peaked at $1.22M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.