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Cornerstone Planning Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Cornerstone Planning Group’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.54K Sell
43
-19
-31% -$2.98K ﹤0.01% 1018
2026
Q1 		$9.82K Hold
62
– – ﹤0.01% 893
2025
Q4 		$9.65K Sell
62
-10,243
-99% -$1.46M ﹤0.01% 809
2025
Q3 		$569K Buy
+10,305
New +$1.43M 0.09% 81

Other funds holding VSS

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 31% in Q2 2026, selling an estimated $2.98K and leaving 43 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Cornerstone Planning Group first reported a position in VSS in Q3 2025 and has held it in 4 quarters since. The position peaked at $569K in Q3 2025. 514 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Cornerstone Planning Group held 43 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.54K as of Q2 2026.
  • Cornerstone Planning Group sold 19 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $2.98K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1018 holding.
  • Cornerstone Planning Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $569K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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