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Vanguard Value ETF shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF 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 Value ETF by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $107k 537 198.34
2025-09-30 $612 21 29.14
2025-06-30 $8.4k 48 175.94
2025-03-31 $7.7k 47 164.74
2024-12-31 $3.1k 17 180.71
2024-09-30 $11k 64 172.20
2024-03-31 $15k 95 157.77
2023-12-31 $34k 228 149.50
2023-09-30 $49k 355 137.93
2023-06-30 $71k 502 142.10
2022-12-31 $171k 1.2k 140.05

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Valpey Financial Services
Wells Fargo & Company
EP Wealth Advisors
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors

View all funds holding Vanguard Value ETF