Cornerstone Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Cornerstone Wealth Management’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	$278K	Sell	1,773 -9	-0.5%	-$1.37K	0.01%	627
2026 Q1	$247K	Buy	1,782 +1	+0.1%	+$144	0.01%	622
2025 Q4	$251K	Buy	1,781 +5	+0.3%	+$699	0.01%	591
2025 Q3	$245K	Buy	1,776 +12	+0.7%	+$1.59K	0.01%	589
2025 Q2	$227K	Hold	1,764	–	–	0.01%	584
2025 Q1	$205K	Hold	1,764	–	–	0.01%	573
2024 Q4	$207K	Hold	1,764	–	–	0.01%	556
2024 Q3	$211K	Sell	1,764 -166	-9%	-$19.1K	0.01%	537
2024 Q2	$217K	Sell	1,930 -284	-13%	-$31.3K	0.02%	508
2024 Q1	$245K	Sell	2,214 -150	-6%	-$15.9K	0.02%	474
2023 Q4	$243K	Buy	+2,364	New	+$227K	0.02%	458
2018 Q4	–	Sell	-37,187	Closed	-$522K	–	1136
2018 Q3	$522K	Sell	37,187 -977	-3%	-$73.5K	0.01%	902
2018 Q2	$522K	Buy	+38,164	New	+$2.85M	0.01%	995

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Cornerstone Wealth Management's VT Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.51% in Q2 2026, selling an estimated $1.37K and leaving 1,773 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #627.

Cornerstone Wealth Management first reported a position in VT in Q2 2018 and has held it in 13 quarters since. The position peaked at $522K in Q3 2018. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Cornerstone Wealth Management held 1,773 shares of Vanguard Total World Stock ETF worth $278K as of Q2 2026.
Cornerstone Wealth Management sold 9 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.37K.
Vanguard Total World Stock ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #627 holding.
Cornerstone Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2018 and has held it in 13 quarters since.
Cornerstone Wealth Management's Vanguard Total World Stock ETF position peaked at $522K in Q3 2018.
433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.