Cornerstone Planning Group
VEA icon

Cornerstone Planning Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cornerstone Planning Group’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.3M Sell
202,785
-8,891
-4% -$638K 1.77% 19
2026
Q2 		$14.9M Sell
211,676
-7,080
-3% -$493K 1.88% 18
2026
Q1 		$15.1M Sell
218,756
-13,717
-6% -$905K 2.01% 14
2025
Q4 		$15.5M Buy
232,473
+232,028
+52,141% +$14.2M 2.42% 11
2025
Q3 		$35.9K Sell
445
-296,670
-100% -$17.3M 0.01% 416
2025
Q2 		$16.9M Sell
297,115
-831,712
-74% -$44.6M 3.45% 8
2025
Q1 		$58.3M Buy
1,128,827
+63,779
+6% +$3.23M 13.95% 2
2024
Q4 		$53.2M Buy
1,065,048
+51,804
+5% +$2.6M 13.06% 2
2024
Q3 		$51.4M Buy
1,013,244
+58,557
+6% +$2.98M 13.58% 2
2024
Q2 		$45.4M Buy
954,687
+62,623
+7% +$3.12M 13.03% 2
2024
Q1 		$44.2M Buy
892,064
+65,760
+8% +$3.18M 13.75% 2
2023
Q4 		$39.6M Buy
826,304
+84,190
+11% +$3.77M 13.07% 2
2023
Q3 		$32.4M Buy
742,114
+115,980
+19% +$5.31M 12.36% 2
2023
Q2 		$28.9M Buy
+626,134
New +$28.8M 11.43% 2
2022
Q4 		$24.5M Buy
+544,601
New +$22.1M 10.24% 1

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Cornerstone Planning Group's VEA Position: Q3 2026 in Review

Cornerstone Planning Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.2% in Q3 2026, selling an estimated $638K and leaving 202,785 shares worth $14.3M. The position accounts for 1.77% of the portfolio, ranked #19.

Cornerstone Planning Group first reported a position in VEA in Q4 2022 and has held it in 15 quarters since. The position peaked at $58.3M in Q1 2025. 728 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Cornerstone Planning Group held 202,785 shares of Vanguard FTSE Developed Markets ETF worth $14.3M as of Q3 2026.
  • Cornerstone Planning Group sold 8,891 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $638K.
  • Vanguard FTSE Developed Markets ETF made up 1.77% of Cornerstone Planning Group's portfolio in Q3 2026, its #19 holding.
  • Cornerstone Planning Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's Vanguard FTSE Developed Markets ETF position peaked at $58.3M in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.