Cornerstone Planning Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-913	Closed	-$101K	–	1668
2026 Q2	$101K	Buy	913 +12	+1%	+$1.33K	0.01%	247
2026 Q1	$98.2K	Sell	901 -510	-36%	-$50.9K	0.01%	248
2025 Q4	$140K	Buy	1,411 +242	+21%	+$21.9K	0.02%	176
2025 Q3	$165K	Sell	1,169 -90	-7%	-$7.66K	0.03%	154
2025 Q2	$105K	Sell	1,259 -806	-39%	-$61.5K	0.02%	135
2025 Q1	$152K	Buy	2,065 +1,484	+255%	+$109K	0.04%	105
2024 Q4	$42.2K	Sell	581 -180	-24%	-$13.4K	0.01%	208
2024 Q3	$56.8K	Sell	761 -138	-15%	-$10.4K	0.02%	176
2024 Q2	$62.6K	Buy	899 +28	+3%	+$2.07K	0.02%	172
2024 Q1	$65K	Sell	871 -316	-27%	-$23.1K	0.02%	146
2023 Q4	$85.5K	Buy	1,187 +287	+32%	+$19.5K	0.03%	131
2023 Q3	$60.2K	Hold	900	–	–	0.02%	160
2023 Q2	$62.7K	Buy	+900	New	+$62.1K	0.02%	204
2022 Q4	$83.3K	Buy	+1,224	New	+$76.3K	0.03%	184

Other funds holding VPL

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

WealthBridge Investment Counsel Calgary, Alberta, Canada $377M AUM 31.86% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2026, closing a stake of 913 shares — an estimated $101K sold.

Cornerstone Planning Group first reported a position in VPL in Q4 2022 and held it in 14 quarters. The position peaked at $165K in Q3 2025. 109 funds tracked by Wall St. Rank hold VPL as of Q3 2026.

Cornerstone Planning Group reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 913 Vanguard FTSE Pacific ETF shares in Q3 2026, an estimated $101K.
Cornerstone Planning Group first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Vanguard FTSE Pacific ETF position peaked at $165K in Q3 2025.
109 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2026.

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