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Cornerstone Planning Group’s Vanguard Total World Stock ETF VT Stock Holding History

Cornerstone Planning Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.5K Buy
490
+1
+0.2% +$153 0.01% 307
2026
Q1 		$74.3K Sell
489
-81
-14% -$11.7K 0.01% 302
2025
Q4 		$83.7K Buy
570
+466
+448% +$65.1K 0.01% 235
2025
Q3 		$19.3K Sell
104
-502
-83% -$66.7K ﹤0.01% 595
2025
Q2 		$78.7K Sell
606
-38
-6% -$4.54K 0.02% 178
2025
Q1 		$73K Sell
644
-147
-19% -$17.6K 0.02% 179
2024
Q4 		$95.3K Sell
791
-1
-0.1% -$120 0.02% 114
2024
Q3 		$94.5K Buy
792
+1
+0.1% +$115 0.03% 122
2024
Q2 		$85.2K Sell
791
-166
-17% -$18.3K 0.02% 145
2024
Q1 		$104K Buy
957
+2
+0.2% +$211 0.03% 115
2023
Q4 		$98.2K Buy
955
+4
+0.4% +$385 0.03% 121
2023
Q3 		$88.6K Buy
951
+2
+0.2% +$194 0.03% 121
2023
Q2 		$92K Buy
+949
New +$89K 0.04% 146
2022
Q4 		$41K Buy
+457
New +$39K 0.02% 299

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

Cornerstone Planning Group increased its Vanguard Total World Stock ETF (VT) stake by 0.2% in Q2 2026, buying an estimated $153 and bringing the position to 490 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #307.

Cornerstone Planning Group first reported a position in VT in Q4 2022 and has held it in 14 quarters since. The position peaked at $104K in Q1 2024. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cornerstone Planning Group held 490 shares of Vanguard Total World Stock ETF worth $76.5K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
  • Vanguard Total World Stock ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #307 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard Total World Stock ETF position peaked at $104K in Q1 2024.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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