CornerStone Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CornerStone Partners’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
2020 Q3	$53.9M	Buy	316,539 +53,761	+20%	+$9.04M	39.87%	1
2020 Q2	$41.1M	Buy	262,778 +23,318	+10%	+$3.44M	33.67%	1
2020 Q1	$30.9M	Sell	239,460 -5,800	-2%	-$897K	35.31%	1
2019 Q4	$40.1M	Buy	+245,260	New	+$38.4M	31.9%	1

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CornerStone Partners's VTI Position: Q3 2020 in Review

CornerStone Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q3 2020, buying an estimated $9.04M and bringing the position to 316,539 shares worth $53.9M. The position accounts for 39.87% of the portfolio, ranked #1.

CornerStone Partners first reported a position in VTI in Q4 2019 and has held it in 4 quarters since. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

CornerStone Partners held 316,539 shares of Vanguard Morningstar Total Stock Market ETF worth $53.9M as of Q3 2020.
CornerStone Partners bought 53,761 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $9.04M.
Vanguard Morningstar Total Stock Market ETF made up 39.87% of CornerStone Partners's portfolio in Q3 2020, its #1 holding.
CornerStone Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 4 quarters since.
1,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on CornerStone Partners's 13F filing for Q3 2020, filed 9 Nov 2020.