CWM
VOT icon

Cornerstone Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cornerstone Wealth Management’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 		$1.34M Sell
4,361
-30
-0.7% -$8.65K 0.06% 286
2026
Q1 		$1.13M Buy
4,391
+872
+25% +$239K 0.06% 294
2025
Q4 		$982K Sell
3,519
-214
-6% -$61.2K 0.05% 294
2025
Q3 		$1.1M Buy
3,733
+122
+3% +$35.2K 0.06% 265
2025
Q2 		$1.03M Buy
3,611
+89
+3% +$22.9K 0.06% 259
2025
Q1 		$862K Sell
3,522
-129
-4% -$33.5K 0.06% 270
2024
Q4 		$927K Buy
3,651
+29
+0.8% +$7.46K 0.06% 246
2024
Q3 		$882K Buy
3,622
+236
+7% +$55K 0.06% 237
2024
Q2 		$777K Buy
3,386
+125
+4% +$28.7K 0.06% 244
2024
Q1 		$769K Buy
3,261
+355
+12% +$79.5K 0.06% 245
2023
Q4 		$638K Sell
2,906
-30
-1% -$6K 0.05% 268
2023
Q3 		$572K Buy
2,936
+86
+3% +$17.6K 0.05% 266
2023
Q2 		$586K Buy
2,850
+105
+4% +$20.4K 0.05% 270
2023
Q1 		$535K Buy
+2,745
New +$526K 0.05% 275
2022
Q3 		$443K Buy
2,598
+173
+7% +$32.7K 0.05% 283
2022
Q2 		$425K Sell
2,425
-1
-0% -$194 0.05% 293
2022
Q1 		$541K Sell
2,426
-519
-18% -$115K 0.05% 266
2021
Q4 		$749K Sell
2,945
-84
-3% -$21.2K 0.07% 227
2021
Q3 		$716K Buy
3,029
+103
+4% +$24.9K 0.08% 225
2021
Q2 		$691K Buy
2,926
+232
+9% +$52K 0.07% 233
2021
Q1 		$578K Sell
2,694
-377
-12% -$81.8K 0.07% 252
2020
Q4 		$651K Sell
3,071
-488
-14% -$96.1K 0.08% 207
2020
Q3 		$641K Sell
3,559
-1,226
-26% -$216K 0.1% 189
2020
Q2 		$790K Sell
4,785
-45
-0.9% -$6.8K 0.13% 163
2020
Q1 		$612K Sell
4,830
-325
-6% -$49.4K 0.12% 172
2019
Q4 		$819K Buy
5,155
+5
+0.1% +$763 0.13% 147
2019
Q3 		$763K Buy
5,150
+254
+5% +$38K 0.13% 150
2019
Q2 		$730K Sell
4,896
-46
-0.9% -$6.71K 0.13% 161
2019
Q1 		$2.27M Sell
4,942
-60
-1% -$8.07K 0.28% 94
2018
Q4 		$599K Sell
5,002
-540,086
-99% -$69.4M 0.13% 166
2018
Q3 		$4.43M Sell
545,088
-78,019
-13% -$10.9M 0.06% 318
2018
Q2 		$4.63M Buy
623,107
+618,808
+14,394% +$82.2M 0.05% 333
2018
Q1 		$549K Sell
4,299
-93
-2% -$12.2K 0.1% 192
2017
Q4 		$579K Sell
4,392
-37
-0.8% -$4.64K 0.11% 186
2017
Q3 		$545K Buy
4,429
+129
+3% +$15.4K 0.11% 188
2017
Q2 		$506K Sell
4,300
-603
-12% -$70.1K 0.11% 179
2017
Q1 		$549K Sell
4,903
-69
-1% -$7.67K 0.14% 150
2016
Q4 		$529K Buy
4,972
+1,147
+30% +$120K 0.17% 121
2016
Q3 		$403K Buy
+3,825
New +$405K 0.15% 139
2016
Q1 		$322K Buy
+3,168
New +$296K 0.24% 67

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.68% in Q2 2026, selling an estimated $8.65K and leaving 4,361 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #286.

Cornerstone Wealth Management first reported a position in VOT in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.63M in Q2 2018. 363 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Cornerstone Wealth Management held 4,361 shares of Vanguard Mid-Cap Growth ETF worth $1.34M as of Q2 2026.
  • Cornerstone Wealth Management sold 30 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.65K.
  • Vanguard Mid-Cap Growth ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $4.63M in Q2 2018.
  • 363 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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