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

Cornerstone Financial Group’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	$3.55M	Sell	9,474 -125	-1%	-$46.8K	2.06%	16
2026 Q2	$3.55M	Sell	9,599 -6	-0.1%	-$2.14K	2.19%	16
2026 Q1	$3.41M	Buy	9,605 +120	+1%	+$40.3K	2.19%	16
2025 Q4	$3.18M	Sell	9,485 -282	-3%	-$93.8K	2.22%	15
2025 Q3	$3.21M	Buy	9,767 +922	+10%	+$291K	2.48%	14
2025 Q2	$2.69M	Buy	8,845 +610	+7%	+$172K	2.29%	13
2025 Q1	$2.37M	Buy	8,235 +1,256	+18%	+$365K	2.13%	15
2024 Q4	$2.02M	Buy	+6,979	New	+$2.04M	1.99%	16

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cornerstone Financial Group's VTI Position: Q3 2026 in Review

Cornerstone Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q3 2026, selling an estimated $46.8K and leaving 9,474 shares worth $3.55M. The position accounts for 2.06% of the portfolio, ranked #16.

Cornerstone Financial Group first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.55M in Q2 2026. 3,123 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Cornerstone Financial Group held 9,474 shares of Vanguard Morningstar Total Stock Market ETF worth $3.55M as of Q3 2026.
Cornerstone Financial Group sold 125 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $46.8K.
Vanguard Morningstar Total Stock Market ETF made up 2.06% of Cornerstone Financial Group's portfolio in Q3 2026, its #16 holding.
Cornerstone Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $3.55M in Q2 2026.
3,123 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.