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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Cornerstone Financial Group's VT Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.13% in Q2 2026, selling an estimated $2.9K and leaving 14,703 shares worth $2.31M. The position accounts for 1.42% of the portfolio, ranked #21.

Cornerstone Financial Group first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cornerstone Financial Group held 14,703 shares of Vanguard Total World Stock ETF worth $2.31M as of Q2 2026.
  • Cornerstone Financial Group sold 19 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.9K.
  • Vanguard Total World Stock ETF made up 1.42% of Cornerstone Financial Group's portfolio in Q2 2026, its #21 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 990 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.