VDC — VANGUARD WORLD FD

Ownership history in Cornerstone Wealth Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Group, LLC reported a position in VANGUARD WORLD FD (VDC). 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
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,012 -69 -6.4% 0.01% $216K $212.51
2025 Q2 UNCHANGED 1,081 — 0% 0.02% $237K $216.61
2025 Q1 REDUCED 1,081 -26 -2.3% 0.02% $237K $215.20
2024 Q4 INITIATED 1,107 — — 0.02% $234K $206.75
% of Fund (quarterly)    VDC price (monthly, adj. close)

Other funds also holding VDC

As of 2025 Q4 — sorted by position size

Compass Financial Group, INC/SD 3Y 13.61% Blackston Financial Advisory Group, LLC 3Y 5.73% Beacon Capital Management, Inc. 3Y 7Y 5.11% Richmond Brothers, Inc. 3Y 4.07% Blankinship & Foster, LLC 3Y 7Y 3.67% SELDON CAPITAL LP 3Y 3.48% Weitzel Financial Services, Inc. 3Y 3.06% HC Advisors, LLC 3Y 2.96% SOUTHERN CAPITAL SERVICES INC /ADV 2.95% Marotta Asset Management 3Y 2.91%
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