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Vanguard Mid-Cap Value ETF shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $577k 3.5k 166.88
2024-03-31 $8.7M 58k 150.62
2023-12-31 $7.8M 54k 145.01
2023-09-30 $6.4M 49k 130.96
2023-06-30 $5.8M 42k 138.38
2022-12-31 $4.7M 34k 138.14

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Royal Bank of Canada
Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Pnc Financial Services
Envestnet Asset Management
Axiom Advisory
Stephens Group Asset Management
LPL Financial
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Wellspring Financial Advisors

View all funds holding Vanguard Mid-Cap Value ETF