Cornerstone Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Cornerstone Financial Group’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.32M	Buy	14,728 +25	+0.2%	+$3.96K	1.35%	22
2026 Q2	$2.31M	Sell	14,703 -19	-0.1%	-$2.9K	1.42%	21
2026 Q1	$2.23M	Buy	14,722 +340	+2%	+$48.9K	1.43%	21
2025 Q4	$2.03M	Buy	14,382 +370	+3%	+$51.7K	1.42%	23
2025 Q3	$1.93M	Buy	14,012 +416	+3%	+$55.3K	1.5%	21
2025 Q2	$1.75M	Sell	13,596 -17	-0.1%	-$2.03K	1.49%	21
2025 Q1	$1.66M	Buy	13,613 +841	+7%	+$101K	1.49%	21
2024 Q4	$1.5M	Buy	+12,772	New	+$1.53M	1.48%	20

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cornerstone Financial Group's VT Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.17% in Q3 2026, buying an estimated $3.96K and bringing the position to 14,728 shares worth $2.32M. The position accounts for 1.35% of the portfolio, ranked #22.

Cornerstone Financial Group first reported a position in VT in Q4 2024 and has held it in 8 quarters since. 1,061 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Cornerstone Financial Group held 14,728 shares of Vanguard Total World Stock ETF worth $2.32M as of Q3 2026.
Cornerstone Financial Group bought 25 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $3.96K.
Vanguard Total World Stock ETF made up 1.35% of Cornerstone Financial Group's portfolio in Q3 2026, its #22 holding.
Cornerstone Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.