Cornerstone Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cornerstone Advisory’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
2026 Q3	$1.48M	Sell	3,955 -36	-0.9%	-$13.5K	0.12%	99
2026 Q2	$1.48M	Sell	3,991 -8	-0.2%	-$2.86K	0.12%	100
2026 Q1	$1.28M	Hold	3,999	–	–	0.12%	96
2025 Q4	$1.34M	Sell	3,999 -45	-1%	-$15K	0.13%	90
2025 Q3	$1.33M	Sell	4,044 -35	-0.9%	-$11.1K	0.13%	85
2025 Q2	$1.24M	Sell	4,079 -18	-0.4%	-$5.06K	0.13%	81
2025 Q1	$1.13M	Sell	4,097 -21	-0.5%	-$6.1K	0.13%	86
2024 Q4	$1.24M	Sell	4,118 -38	-0.9%	-$11.1K	0.14%	82
2024 Q3	$1.18M	Sell	4,156 -141	-3%	-$38.5K	0.15%	78
2024 Q2	$1.15M	Sell	4,297 -150	-3%	-$38.8K	0.16%	75
2024 Q1	$1.16M	Sell	4,447 -1	-0%	-$247	0.16%	78
2023 Q4	$1.06M	Buy	4,448 +11	+0.2%	+$2.43K	0.16%	79
2023 Q3	$942K	Buy	4,437 +205	+5%	+$45.4K	0.16%	83
2023 Q2	$932K	Sell	4,232 -73	-2%	-$15.2K	0.16%	86
2023 Q1	$879K	Sell	4,305 -401	-9%	-$80.3K	0.16%	93
2022 Q4	$900K	Buy	4,706 +2,531	+116%	+$488K	0.18%	81
2022 Q3	$390K	Buy	2,175 +65	+3%	+$13K	0.09%	130
2022 Q2	$398K	Sell	2,110 -1,420	-40%	-$292K	0.09%	128
2022 Q1	$804K	Sell	3,530 -89	-2%	-$20K	0.12%	130
2021 Q4	$874K	Sell	3,619 -256	-7%	-$60.4K	0.13%	125
2021 Q3	$861K	Sell	3,875 -62	-2%	-$14.1K	0.14%	116
2021 Q2	$877K	Sell	3,937 -36	-0.9%	-$7.81K	0.15%	110
2021 Q1	$822K	Buy	3,973 +470	+13%	+$95.1K	0.16%	113
2020 Q4	$682K	Buy	3,503 +15	+0.4%	+$2.74K	0.14%	119
2020 Q3	$594K	Buy	3,488 +1,929	+124%	+$324K	0.14%	115
2020 Q2	$244K	Buy	+1,559	New	+$230K	0.06%	154
2020 Q1	–	Sell	-1,532	Closed	-$251K	–	176
2019 Q4	$251K	Buy	1,532 +153	+11%	+$24K	0.05%	148
2019 Q3	$208K	Buy	1,379 +1	+0.1%	+$151	0.04%	150
2019 Q2	$207K	Sell	1,378 -242	-15%	-$35.6K	0.04%	153
2019 Q1	$234K	Buy	+1,620	New	+$226K	0.05%	142

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Cornerstone Advisory's VTI Position: Q3 2026 in Review

Cornerstone Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.9% in Q3 2026, selling an estimated $13.5K and leaving 3,955 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #99.

Cornerstone Advisory first reported a position in VTI in Q1 2019 and has held it in 30 quarters since. 2,527 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Cornerstone Advisory held 3,955 shares of Vanguard Morningstar Total Stock Market ETF worth $1.48M as of Q3 2026.
Cornerstone Advisory sold 36 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $13.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Cornerstone Advisory's portfolio in Q3 2026, its #99 holding.
Cornerstone Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
2,527 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.