VFH — VANGUARD WORLD FD

Ownership history in Cornerstone Planning, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in VANGUARD WORLD FD (VFH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.55% (2025 Q1)
Avg. % of fund
0.55%
First filed
2025 Q1
Last filed
2025 Q1
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 12,254 — — 0.55% $1.4M $118.04
% of Fund (quarterly)    VFH price (monthly, adj. close)

Other funds also holding VFH

As of 2025 Q4 — sorted by position size

Marmo Financial Group, LLC 3Y 6.49% THEORY FINANCIAL LLC 3Y 6.33% Beacon Capital Management, Inc. 3Y 7Y 5.66% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 5.51% Wall Street Financial Group, Inc. 5.36% TIFF ADVISORY SERVICES, LLC 3Y 7Y 4.9% Richmond Brothers, Inc. 3Y 4.41% Wheelhouse Advisory Group LLC 4.13% LCM Capital Management Inc 3Y 3.95% CMH Wealth Management LLC 3Y 7Y 3.78%
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