CM
VTI icon

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

Cornerstone Management’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 		$15.8M Sell
42,589
-985
-2% -$352K 2.27% 10
2026
Q1 		$14M Buy
43,574
+2
+0% +$671 2.23% 10
2025
Q4 		$14.6M Sell
43,572
-6,830
-14% -$2.27M 2.38% 8
2025
Q3 		$16.5M Sell
50,402
-1,000
-2% -$316K 2.74% 7
2025
Q2 		$15.6M Sell
51,402
-700
-1% -$197K 2.72% 8
2025
Q1 		$14.3M Buy
52,102
+304
+0.6% +$88.3K 2.68% 8
2024
Q4 		$15M Sell
51,798
-2,440
-4% -$712K 2.91% 8
2024
Q3 		$15.4M Sell
54,238
-690
-1% -$188K 3.21% 7
2024
Q2 		$14.7M Sell
54,928
-2,987
-5% -$773K 3.23% 7
2024
Q1 		$15.1M Hold
57,915
– – 3.34% 7
2023
Q4 		$13.7M Sell
57,915
-1,700
-3% -$376K 3.5% 7
2023
Q3 		$12.7M Buy
59,615
+196
+0.3% +$43.4K 3.38% 7
2023
Q2 		$13.1M Hold
59,419
– – 3.34% 7
2023
Q1 		$12.1M Hold
59,419
– – 3.16% 6
2022
Q4 		$11.4M Hold
59,419
– – 3.2% 6
2022
Q3 		$10.7M Hold
59,419
– – 2.9% 8
2022
Q2 		$11.2M Buy
59,419
+1
+0% +$205 2.91% 8
2022
Q1 		$13.5M Hold
59,418
– – 3.32% 8
2021
Q4 		$14.3M Sell
59,418
-295
-0.5% -$69.6K 3.96% 6
2021
Q3 		$13.3M Hold
59,713
– – 3.49% 6
2021
Q2 		$13.3M Hold
59,713
– – 3.57% 6
2021
Q1 		$12.3M Sell
59,713
-2,501
-4% -$506K 3.53% 6
2020
Q4 		$12.1M Sell
62,214
-2,950
-5% -$539K 3.83% 7
2020
Q3 		$11.1M Sell
65,164
-3,573
-5% -$601K 3.65% 7
2020
Q2 		$10.8M Hold
68,737
– – 3.82% 7
2020
Q1 		$8.86M Buy
68,737
+90
+0.1% +$13.9K 4.09% 6
2019
Q4 		$11.2M Buy
+68,647
New +$10.8M 4.76% 6

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Cornerstone Management's VTI Position: Q2 2026 in Review

Cornerstone Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, selling an estimated $352K and leaving 42,589 shares worth $15.8M. The position accounts for 2.27% of the portfolio, ranked #10.

Cornerstone Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.5M in Q3 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cornerstone Management held 42,589 shares of Vanguard Morningstar Total Stock Market ETF worth $15.8M as of Q2 2026.
  • Cornerstone Management sold 985 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $352K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.27% of Cornerstone Management's portfolio in Q2 2026, its #10 holding.
  • Cornerstone Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Cornerstone Management's Vanguard Morningstar Total Stock Market ETF position peaked at $16.5M in Q3 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.