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Cornerstone Planning Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cornerstone Planning Group’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$618K Sell
10,511
-516
-5% -$30.3K 0.08% 95
2026
Q1 		$655K Sell
11,027
-276
-2% -$15.5K 0.09% 91
2025
Q4 		$654K Buy
11,303
+9,873
+690% +$536K 0.1% 75
2025
Q3 		$131K Sell
1,430
-861
-38% -$44.4K 0.02% 187
2025
Q2 		$115K Sell
2,291
-1,611
-41% -$74.7K 0.02% 127
2025
Q1 		$173K Buy
3,902
+1,617
+71% +$72.8K 0.04% 95
2024
Q4 		$100K Sell
2,285
-171
-7% -$7.95K 0.02% 113
2024
Q3 		$115K Sell
2,456
-1,044
-30% -$46.5K 0.03% 105
2024
Q2 		$147K Sell
3,500
-748
-18% -$32.2K 0.04% 101
2024
Q1 		$185K Sell
4,248
-616
-13% -$25.1K 0.06% 79
2023
Q4 		$200K Sell
4,864
-3,248
-40% -$129K 0.07% 81
2023
Q3 		$318K Sell
8,112
-895
-10% -$36.5K 0.12% 63
2023
Q2 		$366K Buy
+9,007
New +$363K 0.14% 63
2022
Q4 		$566K Buy
+13,487
New +$514K 0.24% 53

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.7% in Q2 2026, selling an estimated $30.3K and leaving 10,511 shares worth $618K. The position accounts for 0.08% of the portfolio, ranked #95.

Cornerstone Planning Group first reported a position in VWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $655K in Q1 2026. 1,806 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Cornerstone Planning Group held 10,511 shares of Vanguard FTSE Emerging Markets ETF worth $618K as of Q2 2026.
  • Cornerstone Planning Group sold 516 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $30.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.08% of Cornerstone Planning Group's portfolio in Q2 2026, its #95 holding.
  • Cornerstone Planning Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard FTSE Emerging Markets ETF position peaked at $655K in Q1 2026.
  • 1,806 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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