Cornerstone Planning Group’s Vanguard Materials ETF VAW Stock Holding History

Cornerstone Planning Group’s Portfolio VAW Stock Details VAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123K	Buy	546 +1	+0.2%	+$232	0.02%	215
2026 Q1	$126K	Buy	545 +3	+0.6%	+$686	0.02%	214
2025 Q4	$125K	Buy	542 +244	+82%	+$49.2K	0.02%	186
2025 Q3	$125K	Sell	298 -240	-45%	-$48.8K	0.02%	192
2025 Q2	$106K	Buy	538 +2	+0.4%	+$375	0.02%	133
2025 Q1	$96.5K	Buy	536 +2	+0.4%	+$388	0.02%	144
2024 Q4	$106K	Buy	534 +3	+0.6%	+$617	0.03%	108
2024 Q3	$111K	Buy	531 +1	+0.2%	+$200	0.03%	107
2024 Q2	$102K	Buy	530 +3	+0.6%	+$596	0.03%	134
2024 Q1	$104K	Sell	527 -37	-7%	-$7.02K	0.03%	117
2023 Q4	$107K	Sell	564 -54	-9%	-$9.48K	0.04%	114
2023 Q3	$107K	Buy	618 +50	+9%	+$9.04K	0.04%	113
2023 Q2	$103K	Buy	+568	New	+$99.3K	0.04%	130
2022 Q4	$4.38M	Buy	+24,548	New	+$4.13M	1.83%	13

Other funds holding VAW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BCP

Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Cornerstone Planning Group's VAW Position: Q2 2026 in Review

Cornerstone Planning Group increased its Vanguard Materials ETF (VAW) stake by 0.18% in Q2 2026, buying an estimated $232 and bringing the position to 546 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #215.

Cornerstone Planning Group first reported a position in VAW in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.38M in Q4 2022. 266 funds tracked by Wall St. Rank hold VAW as of Q2 2026.

Cornerstone Planning Group held 546 shares of Vanguard Materials ETF worth $123K as of Q2 2026.
Cornerstone Planning Group bought 1 Vanguard Materials ETF share in Q2 2026, an estimated $232.
Vanguard Materials ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #215 holding.
Cornerstone Planning Group first reported a position in Vanguard Materials ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard Materials ETF position peaked at $4.38M in Q4 2022.
266 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.