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

Cornerstone Planning 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	$424K	Sell	1,149 -780	-40%	-$279K	0.05%	115
2026 Q1	$688K	Buy	1,929 +1,067	+124%	+$358K	0.09%	88
2025 Q4	$296K	Buy	862 +841	+4,005%	+$280K	0.05%	116
2025 Q3	$4.03K	Sell	21 -699	-97%	-$221K	﹤0.01%	1010
2025 Q2	$222K	Sell	720 -1,107	-61%	-$311K	0.05%	81
2025 Q1	$481K	Buy	1,827 +1,336	+272%	+$388K	0.12%	47
2024 Q4	$146K	Sell	491 -61	-11%	-$17.8K	0.04%	90
2024 Q3	$158K	Buy	552 +2	+0.4%	+$546	0.04%	83
2024 Q2	$140K	Sell	550 -124	-18%	-$32.1K	0.04%	108
2024 Q1	$171K	Sell	674 -700	-51%	-$173K	0.05%	84
2023 Q4	$326K	Sell	1,374 -646	-32%	-$143K	0.11%	57
2023 Q3	$429K	Sell	2,020 -1,802	-47%	-$399K	0.16%	49
2023 Q2	$842K	Buy	+3,822	New	+$797K	0.33%	33
2022 Q4	$1.38M	Buy	+7,060	New	+$1.36M	0.58%	31

Other funds holding VTI

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

NMIFOAC

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 40% in Q2 2026, selling an estimated $279K and leaving 1,149 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #115.

Cornerstone Planning Group first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2022. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cornerstone Planning Group held 1,149 shares of Vanguard Morningstar Total Stock Market ETF worth $424K as of Q2 2026.
Cornerstone Planning Group sold 780 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $279K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #115 holding.
Cornerstone Planning Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.38M in Q4 2022.
2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.