Cornerstone Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cornerstone Wealth Advisors’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	$966K	Sell	2,611 -351	-12%	-$126K	0.2%	28
2026 Q1	$950K	Buy	2,962 +393	+15%	+$132K	0.22%	26
2025 Q4	$861K	Sell	2,569 -205	-7%	-$68.2K	0.2%	28
2025 Q3	$910K	Sell	2,774 -15	-0.5%	-$4.74K	0.22%	28
2025 Q2	$848K	Sell	2,789 -690	-20%	-$194K	0.22%	28
2025 Q1	$956K	Sell	3,479 -200	-5%	-$58.1K	0.27%	27
2024 Q4	$1.07M	Sell	3,679 -21	-0.6%	-$6.13K	0.29%	28
2024 Q3	$1.05M	Sell	3,700 -50	-1%	-$13.6K	0.29%	28
2024 Q2	$1M	Sell	3,750 -271	-7%	-$70.1K	0.3%	27
2024 Q1	$1.05M	Sell	4,021 -35	-0.9%	-$8.66K	0.32%	27
2023 Q4	$962K	Sell	4,056 -25	-0.6%	-$5.53K	0.31%	28
2023 Q3	$867K	Sell	4,081 -50	-1%	-$11.1K	0.31%	29
2023 Q2	$910K	Buy	4,131 +490	+13%	+$102K	0.31%	29
2023 Q1	$743K	Hold	3,641	–	–	0.27%	30
2022 Q4	$696K	Hold	3,641	–	–	0.27%	28
2022 Q3	$653K	Hold	3,641	–	–	0.26%	28
2022 Q2	$687K	Hold	3,641	–	–	0.26%	29
2022 Q1	$829K	Hold	3,641	–	–	0.29%	27
2021 Q4	$879K	Sell	3,641 -175	-5%	-$41.3K	0.29%	25
2021 Q3	$847K	Sell	3,816 -19	-0.5%	-$4.33K	0.3%	25
2021 Q2	$859K	Hold	3,835	–	–	0.3%	25
2021 Q1	$793K	Buy	+3,835	New	+$776K	0.3%	26

Other funds holding VTI

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cornerstone Wealth Advisors's VTI Position: Q2 2026 in Review

Cornerstone Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $126K and leaving 2,611 shares worth $966K. The position accounts for 0.2% of the portfolio, ranked #28.

Cornerstone Wealth Advisors first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.07M in Q4 2024. 999 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cornerstone Wealth Advisors held 2,611 shares of Vanguard Total Stock Market ETF worth $966K as of Q2 2026.
Cornerstone Wealth Advisors sold 351 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $126K.
Vanguard Total Stock Market ETF made up 0.2% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Cornerstone Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
Cornerstone Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.07M in Q4 2024.
999 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.