W.H. Cornerstone Investments Inc. ETF holdings
Kingston, MA
Reported $102.0M in 56 ETFs in its Form 13F for June 30, 2026.
ETF value
$102.0M
ETFs held
56
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
57.7%
of $176.8M
Top 10 of 56 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $26.0M | 70,334 | +4,067 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $9.7M | 136,299 | +10,800 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $6.1M | 76,942 | −8,959 shares |
| BNDX | Vanguard Total International Bond ETF | $6.0M | 123,327 | −88 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $5.4M | 65,936 | −6,843 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $4.3M | 173,179 | −30,806 shares |
| DFSV | Dimensional US Small Cap Value ETF | $3.0M | 77,473 | −11,615 shares |
| IVV | iShares Core S&P 500 ETF | $2.9M | 3,930 | +9 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $2.8M | 69,073 | −10,607 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $2.7M | 111,555 | −21,911 shares |
46 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001940823. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does W.H. Cornerstone Investments Inc. own?
W.H. Cornerstone Investments Inc. reported 56 ETF positions worth $102.0M in its Form 13F for June 30, 2026. The largest was VTI, at $26.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.