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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
Q3 		$288K Buy
1,826
+53
+3% +$8.41K 0.01% 621
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% +$1.6K 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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cornerstone Wealth Management's VT Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 3% in Q3 2026, buying an estimated $8.41K and bringing the position to 1,826 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #621.

Cornerstone Wealth Management first reported a position in VT in Q4 2023 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Cornerstone Wealth Management held 1,826 shares of Vanguard Total World Stock ETF worth $288K as of Q3 2026.
  • Cornerstone Wealth Management bought 53 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $8.41K.
  • Vanguard Total World Stock ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #621 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.