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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.2% in Q2 2026, selling an estimated $493K and leaving 211,676 shares worth $14.9M. The position accounts for 1.88% of the portfolio, ranked #18.

Cornerstone Planning Group first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. The position peaked at $58.3M in Q1 2025. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Cornerstone Planning Group held 211,676 shares of Vanguard FTSE Developed Markets ETF worth $14.9M as of Q2 2026.
Cornerstone Planning Group sold 7,080 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $493K.
Vanguard FTSE Developed Markets ETF made up 1.88% of Cornerstone Planning Group's portfolio in Q2 2026, its #18 holding.
Cornerstone Planning Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard FTSE Developed Markets ETF position peaked at $58.3M in Q1 2025.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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