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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
Q2 		$3.55M Sell
9,599
-6
-0.1% -$2.15K 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cornerstone Financial Group's VTI Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q2 2026, selling an estimated $2.15K and leaving 9,599 shares worth $3.55M. The position accounts for 2.19% of the portfolio, ranked #16.

Cornerstone Financial Group first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,030 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cornerstone Financial Group held 9,599 shares of Vanguard Morningstar Total Stock Market ETF worth $3.55M as of Q2 2026.
  • Cornerstone Financial Group sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.19% of Cornerstone Financial Group's portfolio in Q2 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 7 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.