CWM
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Cornerstone Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Cornerstone Wealth Management’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 		$5.09M Buy
63,170
+2,618
+4% +$203K 0.22% 109
2026
Q1 		$4.35M Buy
60,552
+1,884
+3% +$140K 0.22% 103
2025
Q4 		$4.26M Sell
58,668
-428
-0.7% -$31.1K 0.22% 103
2025
Q3 		$4.34M Buy
59,096
+1,340
+2% +$96.2K 0.24% 97
2025
Q2 		$4.04M Buy
57,756
+2,236
+4% +$147K 0.25% 98
2025
Q1 		$3.59M Sell
55,520
-2,460
-4% -$165K 0.24% 97
2024
Q4 		$3.83M Buy
57,980
+4,108
+8% +$279K 0.26% 89
2024
Q3 		$3.55M Buy
53,872
+212
+0.4% +$13.3K 0.25% 90
2024
Q2 		$3.25M Buy
53,660
+3,056
+6% +$186K 0.25% 95
2024
Q1 		$3.16M Buy
50,604
+928
+2% +$54.8K 0.26% 89
2023
Q4 		$2.89M Sell
49,676
-1,152
-2% -$61.5K 0.25% 96
2023
Q3 		$2.65M Buy
50,828
+1,556
+3% +$85.3K 0.25% 98
2023
Q2 		$2.71M Buy
49,272
+13,212
+37% +$693K 0.24% 97
2023
Q1 		$1.9M Buy
+36,060
New +$1.92M 0.19% 117
2022
Q3 		$1.39M Buy
29,632
+3,068
+12% +$160K 0.16% 126
2022
Q2 		$1.31M Buy
26,564
+3,668
+16% +$198K 0.15% 132
2022
Q1 		$1.36M Sell
22,896
-1,688
-7% -$99K 0.13% 142
2021
Q4 		$1.58M Buy
24,584
+2,240
+10% +$140K 0.15% 138
2021
Q3 		$1.32M Buy
22,344
+2,752
+14% +$166K 0.14% 149
2021
Q2 		$1.16M Buy
19,592
+1,216
+7% +$70.5K 0.12% 167
2021
Q1 		$1.02M Sell
18,376
-388
-2% -$21.1K 0.12% 170
2020
Q4 		$970K Buy
18,764
+400
+2% +$19.4K 0.12% 160
2020
Q3 		$809K Sell
18,364
-1,204
-6% -$52.5K 0.12% 166
2020
Q2 		$802K Sell
19,568
-10,788
-36% -$413K 0.13% 161
2020
Q1 		$999K Sell
30,356
-2,232
-7% -$92.4K 0.19% 102
2019
Q4 		$1.45M Buy
32,588
+2,256
+7% +$96.9K 0.24% 81
2019
Q3 		$1.27M Buy
30,332
+2,860
+10% +$120K 0.22% 91
2019
Q2 		$1.16M Buy
27,472
+2,348
+9% +$96.1K 0.21% 104
2019
Q1 		$3.18M Buy
25,124
+1,904
+8% +$73.2K 0.39% 58
2018
Q4 		$802K Sell
23,220
-2,789,160
-99% -$105M 0.17% 128
2018
Q3 		$4.75M Sell
2,812,380
-421,052
-13% -$17.2M 0.06% 305
2018
Q2 		$5.12M Buy
3,233,432
+3,213,504
+16,126% +$126M 0.06% 313
2018
Q1 		$750K Buy
19,928
+2,020
+11% +$79.5K 0.14% 142
2017
Q4 		$711K Sell
17,908
-1,076
-6% -$40.6K 0.13% 157
2017
Q3 		$701K Sell
18,984
-15,872
-46% -$572K 0.15% 143
2017
Q2 		$1.25M Buy
34,856
+4,768
+16% +$168K 0.28% 80
2017
Q1 		$1.04M Buy
30,088
+10,156
+51% +$349K 0.26% 86
2016
Q4 		$661K Buy
19,932
+8,404
+73% +$272K 0.21% 95
2016
Q3 		$368K Buy
+11,528
New +$370K 0.14% 151

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 4.3% in Q2 2026, buying an estimated $203K and bringing the position to 63,170 shares worth $5.09M. The position accounts for 0.22% of the portfolio, ranked #109.

Cornerstone Wealth Management first reported a position in VO in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.12M in Q2 2018. 744 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cornerstone Wealth Management held 63,170 shares of Vanguard Mid-Cap ETF worth $5.09M as of Q2 2026.
  • Cornerstone Wealth Management bought 2,618 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Mid-Cap ETF made up 0.22% of Cornerstone Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Vanguard Mid-Cap ETF position peaked at $5.12M in Q2 2018.
  • 744 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.