Public ownership evidence

Vanguard Morningstar Mid-Cap Growth ETF (VOT) Ownership Disclosures

Read VOT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Morningstar Mid-Cap Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
478
Value (USD)
$146,425
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VOT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VOT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29478$146,425None
Cornerstone Financial Management LLC2026-03-312026-08-29443$114,006None
Cornerstone Financial Management LLC2025-12-312026-08-29307$85,696None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,886$1,684,636None
Corient Private Wealth LP2026-06-302026-08-2878,666$24,095,406None
Redwood Investment Management, LLC2024-12-312026-08-284,181$1,061,000None
Redwood Investment Management, LLC2025-03-312026-08-286,894$1,687,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2830$9,194None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2833$8,495None
Legacy Edge Advisors, LLC2025-09-302026-08-275,300$1,557,087None
Dakota Wealth Management2025-09-302026-08-2786,458$25,401,167None
Dakota Wealth Management2025-12-312026-08-2792,587$25,844,636None
Dakota Wealth Management2026-03-312026-08-2797,686$25,139,411None
Redwood Investment Management, LLC2025-06-302026-08-278,755$2,490,000None
Redwood Investment Management, LLC2025-09-302026-08-2722,987$6,753,000None
Redwood Investment Management, LLC2025-12-312026-08-2725,816$7,206,000None
Advus Financial Partners, LLC2025-09-302026-08-262,400$705,144None
Advus Financial Partners, LLC2025-06-302026-08-262,400$682,580None
Advus Financial Partners, LLC2025-03-312026-08-262,400$587,174None
Advus Financial Partners, LLC2024-12-312026-08-262,400$609,037None
Advus Financial Partners, LLC2024-09-302026-08-262,400$584,361None
Advus Financial Partners, LLC2024-06-302026-08-262,400$550,971None
Advus Financial Partners, LLC2024-03-312026-08-262,400$565,924None
Advus Financial Partners, LLC2023-12-312026-08-262,400$526,992None
Advus Financial Partners, LLC2023-09-302026-08-262,400$467,467None
Advus Financial Partners, LLC2023-06-302026-08-262,178$448,174None
Advus Financial Partners, LLC2023-03-312026-08-262,178$424,475None
Advus Financial Partners, LLC2022-12-312026-08-262,178$391,520None
Advus Financial Partners, LLC2022-09-302026-08-262,270$387,104None
Advus Financial Partners, LLC2022-06-302026-08-262,270$398,073None
Advus Financial Partners, LLC2022-03-312026-08-262,453$546,592None
Advus Financial Partners, LLC2021-09-302026-08-262,453$624,469None
Strategic Financial Services, Inc.2026-06-302026-08-252,566$785,966None
Bernard Wealth Management Corp.2026-06-302026-08-224$1,226None
Rehmann Capital Advisory Group2026-06-302026-08-211,716$525,610None
Bullock Wealth Management Group2026-06-302026-08-20269$81,663None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-201,200$367,560None
Kingsview Wealth Management, LLC2026-06-302026-08-2027,064$8,289,823None
Archer Investment Corp2026-06-302026-08-20501$153,456None
Field & Main Bank2026-06-302026-08-20127$38,900None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2029,618$9,072,105None
Beacon Pointe Advisors, LLC2026-06-302026-08-1993,904$28,698,152None
Copia Wealth Management2026-06-302026-08-191,199$367,254None
Orion Capital Management LLC2026-06-302026-08-19868$265,789None
Glenview Trust Co2026-06-302026-08-19785$240,445None
Glenview Trust Co2026-06-302026-08-1956,867$17,418,362None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1988$27,000None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-191,536$470,477None
Jacobs Equity LLC2026-06-302026-08-186,604$2,022,671None
Legacy Edge Advisors, LLC2025-06-302026-08-185,181$1,473,425None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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