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

Cornerstone Capital’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
Q2 		$2.08M Sell
5,620
-5
-0.1% -$1.79K 0.19% 55
2026
Q1 		$1.8M Sell
5,625
-1,963
-26% -$659K 0.18% 56
2025
Q4 		$2.54M Buy
7,588
+1,187
+19% +$395K 0.25% 50
2025
Q3 		$2.1M Buy
6,401
+637
+11% +$201K 0.21% 53
2025
Q2 		$1.75M Buy
5,764
+582
+11% +$164K 0.18% 54
2025
Q1 		$1.42M Buy
5,182
+1,016
+24% +$295K 0.15% 57
2024
Q4 		$1.21M Buy
4,166
+453
+12% +$132K 0.13% 58
2024
Q3 		$1.05M Buy
3,713
+10
+0.3% +$2.73K 0.1% 63
2024
Q2 		$991K Buy
3,703
+33
+0.9% +$8.54K 0.1% 60
2024
Q1 		$954K Sell
3,670
-1,172
-24% -$290K 0.1% 59
2023
Q4 		$1.15M Buy
4,842
+1,102
+29% +$244K 0.13% 59
2023
Q3 		$794K Buy
3,740
+11
+0.3% +$2.44K 0.1% 60
2023
Q2 		$822K Buy
3,729
+10
+0.3% +$2.09K 0.1% 60
2023
Q1 		$759K Buy
3,719
+23
+0.6% +$4.6K 0.09% 61
2022
Q4 		$707K Buy
3,696
+926
+33% +$178K 0.09% 64
2022
Q3 		$497K Buy
+2,770
New +$552K 0.07% 65

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cornerstone Capital's VTI Position: Q2 2026 in Review

Cornerstone Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, selling an estimated $1.79K and leaving 5,620 shares worth $2.08M. The position accounts for 0.19% of the portfolio, ranked #55.

Cornerstone Capital first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.54M in Q4 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cornerstone Capital held 5,620 shares of Vanguard Morningstar Total Stock Market ETF worth $2.08M as of Q2 2026.
  • Cornerstone Capital sold 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Cornerstone Capital's portfolio in Q2 2026, its #55 holding.
  • Cornerstone Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Cornerstone Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $2.54M in Q4 2025.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cornerstone Capital's 13F filing for Q2 2026, filed 3 Aug 2026.