CWG
VTV icon

Cornerstone Wealth Group’s Vanguard Value ETF VTV Stock Holding History

Cornerstone Wealth Group’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.21M Buy
+40,469
New +$8.1M 0.53% 50
2019
Q2 		– Sell
-163,456
Closed -$17.6M – 181
2019
Q1 		$17.6M Buy
+163,456
New +$17.2M 4.42% 5

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Cornerstone Wealth Group's VTV Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in Vanguard Value ETF (VTV) in Q1 2026: 40,469 shares worth $8.21M. The stake represents 0.53% of the portfolio and ranks #50 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in VTV as recently as Q1 2019.

Cornerstone Wealth Group first reported a position in VTV in Q1 2019 and has held it in 2 quarters since. The position peaked at $17.6M in Q1 2019. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Cornerstone Wealth Group held 40,469 shares of Vanguard Value ETF worth $8.21M as of Q1 2026.
  • Vanguard Value ETF was a new Cornerstone Wealth Group position in Q1 2026.
  • Vanguard Value ETF made up 0.53% of Cornerstone Wealth Group's portfolio in Q1 2026, its #50 holding.
  • Cornerstone Wealth Group first reported a position in Vanguard Value ETF in Q1 2019 and has held it in 2 quarters since.
  • Cornerstone Wealth Group's Vanguard Value ETF position peaked at $17.6M in Q1 2019.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.