Cornerstone Enterprises’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cornerstone Enterprises’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.2M	Buy	+5,556	New	+$1.23M	0.7%	27

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Enterprises's VTV Position: Q3 2026 in Review

Cornerstone Enterprises opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2026: 5,556 shares worth $1.2M. The stake represents 0.7% of the portfolio and ranks #27 among its holdings.

538 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

Cornerstone Enterprises held 5,556 shares of Vanguard Morningstar Value ETF worth $1.2M as of Q3 2026.
Vanguard Morningstar Value ETF was a new Cornerstone Enterprises position in Q3 2026.
Vanguard Morningstar Value ETF made up 0.7% of Cornerstone Enterprises's portfolio in Q3 2026, its #27 holding.
538 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

Based on Cornerstone Enterprises's 13F filing for Q3 2026, filed 15 Oct 2026.