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

Cornerstone Wealth 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 		$23M Sell
62,271
-1,655
-3% -$592K 1.37% 15
2026
Q1 		$22.2M Buy
63,926
+5,282
+9% +$1.77M 1.43% 14
2025
Q4 		$19.7M Buy
58,644
+50
+0.1% +$16.6K 1.34% 16
2025
Q3 		$19.2M Sell
58,594
-3,462
-6% -$1.09M 1.3% 17
2025
Q2 		$18.9M Sell
62,056
-202
-0.3% -$56.8K 1.41% 14
2025
Q1 		$17.1M Buy
62,258
+149
+0.2% +$43.3K 1.42% 12
2024
Q4 		$18M Buy
62,109
+840
+1% +$245K 1.47% 12
2024
Q3 		$17.3M Sell
61,269
-2,590
-4% -$706K 1.43% 12
2024
Q2 		$17.1M Buy
63,859
+3,181
+5% +$823K 1.52% 12
2024
Q1 		$15.8M Sell
60,678
-351
-0.6% -$86.8K 1.45% 11
2023
Q4 		$14.5M Buy
61,029
+4,878
+9% +$1.08M 2.07% 8
2023
Q3 		$11.9M Buy
56,151
+23,007
+69% +$5.09M 2.12% 9
2023
Q2 		$7.3M Sell
33,144
-2,240
-6% -$467K 1.32% 16
2023
Q1 		$7.22M Sell
35,384
-212
-0.6% -$42.4K 1.28% 19
2022
Q4 		$6.81M Buy
35,596
+34,238
+2,521% +$6.6M 1.29% 19
2022
Q3 		$244K Sell
1,358
-25
-2% -$4.98K 0.05% 114
2022
Q2 		$261K Sell
1,383
-367
-21% -$75.4K 0.05% 113
2022
Q1 		$398K Buy
1,750
+44
+3% +$9.89K 0.07% 120
2021
Q4 		$412K Buy
+1,706
New +$403K 0.07% 121

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, selling an estimated $592K and leaving 62,271 shares worth $23M. The position accounts for 1.37% of the portfolio, ranked #15.

Cornerstone Wealth Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cornerstone Wealth Group held 62,271 shares of Vanguard Morningstar Total Stock Market ETF worth $23M as of Q2 2026.
  • Cornerstone Wealth Group sold 1,655 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $592K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.37% of Cornerstone Wealth Group's portfolio in Q2 2026, its #15 holding.
  • Cornerstone Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.