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Vanguard Total World Stock Idx shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $104k 957 108.72
2023-12-31 $98k 955 102.83
2023-09-30 $89k 951 93.18
2023-06-30 $92k 949 96.98
2022-12-31 $41k 457 89.75

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
Edgehill Endowment Partners
UBS Group
Alliancebernstein
Royal Bank of Canada
Rockefeller Capital Management
Angeles Wealth Management
Partners Capital Investment Group
Wells Fargo & Company
LPL Financial
Wind River Trust
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company

View all funds holding Vanguard Total World Stock Idx