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Cornerstone Advisors (Washington)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$15.6M Buy
91,574
+576
+0.6% +$96.9K 1.67% 9
2020
Q2 		$14.2M Buy
90,998
+120
+0.1% +$17.7K 1.56% 10
2020
Q1 		$11.7M Buy
90,878
+88,213
+3,310% +$13.6M 1.62% 8
2019
Q4 		$436K Buy
2,665
+399
+18% +$62.5K 0.05% 43
2019
Q3 		$342K Buy
2,266
+8
+0.4% +$1.21K 0.05% 52
2019
Q2 		$339K Buy
2,258
+6
+0.3% +$884 0.03% 84
2019
Q1 		$326K Sell
2,252
-9,951
-82% -$1.39M 0.03% 83
2018
Q4 		$1.56M Buy
12,203
+18
+0.1% +$2.48K 0.28% 17
2018
Q3 		$1.82M Sell
12,185
-475
-4% -$69.9K 1.18% 12
2018
Q2 		$1.78M Buy
12,660
+8,420
+199% +$1.17M 1.21% 12
2018
Q1 		$575K Buy
4,240
+212
+5% +$29.7K 0.39% 34
2017
Q4 		$553K Buy
4,028
+8
+0.2% +$1.07K 0.37% 39
2017
Q3 		$521K Sell
4,020
-945
-19% -$120K 0.36% 41
2017
Q2 		$618K Sell
4,965
-41
-0.8% -$5.05K 0.35% 31
2017
Q1 		$607K Buy
5,006
+1,289
+35% +$154K 0.33% 33
2016
Q4 		$429K Buy
3,717
+1
+0% +$112 0.36% 40
2016
Q3 		$414K Sell
3,716
-905
-20% -$100K 0.35% 35
2016
Q2 		$495K Buy
4,621
+2,791
+153% +$296K 0.5% 18
2016
Q1 		$192K Buy
1,830
+1,475
+415% +$146K 0.2% 65
2015
Q4 		$37K Buy
355
+1
+0.3% +$105 0.04% 222
2015
Q3 		$35K Buy
354
+1
+0.3% +$105 0.03% 227
2015
Q2 		$38K Hold
353
– – 0.03% 195
2015
Q1 		$38K Sell
353
-235
-40% -$25.1K 0.03% 220
2014
Q4 		$62K Buy
588
+1
+0.2% +$103 0.05% 170
2014
Q3 		$59K Hold
587
– – 0.05% 70
2014
Q2 		$60K Sell
587
-80
-12% -$7.88K 0.06% 81
2014
Q1 		$65K Hold
667
– – 0.08% 69
2013
Q4 		$64K Buy
667
+1
+0.2% +$92 0.09% 68
2013
Q3 		$58K Hold
666
– – 0.1% 68
2013
Q2 		$55K Buy
+666
New +$55.3K 0.14% 27

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Advisors (Washington)'s VTI Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Vanguard Total Stock Market ETF (VTI) stake by 0.63% in Q3 2020, buying an estimated $96.9K and bringing the position to 91,574 shares worth $15.6M. The position accounts for 1.67% of the portfolio, ranked #9.

Cornerstone Advisors (Washington) first reported a position in VTI in Q2 2013 and has held it in 30 quarters since. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

  • Cornerstone Advisors (Washington) held 91,574 shares of Vanguard Total Stock Market ETF worth $15.6M as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 576 Vanguard Total Stock Market ETF shares in Q3 2020, an estimated $96.9K.
  • Vanguard Total Stock Market ETF made up 1.67% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #9 holding.
  • Cornerstone Advisors (Washington) first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 30 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.