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

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 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 Q4 2023 and has held it in 11 quarters since. 1,319 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 Q4 2023 and has held it in 11 quarters since.
1,319 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.