Cornerstone Wealth Advisors
VTI icon

Cornerstone Wealth Advisors’s Vanguard Morningstar 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
Q3 		$970K Sell
2,591
-20
-0.8% -$7.5K 0.2% 28
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Cornerstone Wealth Advisors's VTI Position: Q3 2026 in Review

Cornerstone Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.77% in Q3 2026, selling an estimated $7.5K and leaving 2,591 shares worth $970K. 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 23 quarters since. The position peaked at $1.07M in Q4 2024. 2,019 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Cornerstone Wealth Advisors held 2,591 shares of Vanguard Morningstar Total Stock Market ETF worth $970K as of Q3 2026.
  • Cornerstone Wealth Advisors sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.07M in Q4 2024.
  • 2,019 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.