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

Cornerstone Wealth Management’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
Q1 		$16.7M Sell
52,139
-1,926
-4% -$646K 0.84% 19
2025
Q4 		$18.1M Sell
54,065
-2,797
-5% -$930K 0.94% 17
2025
Q3 		$18.7M Buy
56,862
+643
+1% +$203K 1.03% 14
2025
Q2 		$17.1M Sell
56,219
-1,222
-2% -$344K 1.04% 14
2025
Q1 		$15.8M Sell
57,441
-3,285
-5% -$954K 1.07% 14
2024
Q4 		$17.6M Sell
60,726
-868
-1% -$253K 1.19% 13
2024
Q3 		$17.4M Sell
61,594
-2,534
-4% -$691K 1.23% 12
2024
Q2 		$17.2M Sell
64,128
-1,042
-2% -$270K 1.32% 13
2024
Q1 		$16.9M Sell
65,170
-1,434
-2% -$355K 1.37% 11
2023
Q4 		$15.8M Sell
66,604
-1,039
-2% -$230K 1.36% 11
2023
Q3 		$14.4M Sell
67,643
-2,634
-4% -$583K 1.36% 12
2023
Q2 		$15.5M Sell
70,277
-2,384
-3% -$497K 1.38% 12
2023
Q1 		$14.8M Buy
+72,661
New +$14.5M 1.46% 13
2022
Q3 		$14.2M Sell
79,251
-310
-0.4% -$61.8K 1.58% 10
2022
Q2 		$15M Sell
79,561
-5,324
-6% -$1.09M 1.66% 9
2022
Q1 		$19.3M Sell
84,885
-52,559
-38% -$11.8M 1.88% 9
2021
Q4 		$33.2M Sell
137,444
-1,671
-1% -$394K 3.16% 3
2021
Q3 		$30.9M Buy
139,115
+1,072
+0.8% +$244K 3.29% 3
2021
Q2 		$30.8M Sell
138,043
-1,871
-1% -$406K 3.24% 4
2021
Q1 		$28.9M Sell
139,914
-1,085
-0.8% -$220K 3.42% 4
2020
Q4 		$27.4M Sell
140,999
-17,105
-11% -$3.13M 3.45% 4
2020
Q3 		$26.9M Sell
158,104
-7,198
-4% -$1.21M 3.99% 4
2020
Q2 		$25.9M Sell
165,302
-3,807
-2% -$561K 4.19% 3
2020
Q1 		$21.8M Sell
169,109
-9,475
-5% -$1.47M 4.2% 4
2019
Q4 		$29.2M Buy
178,584
+31,329
+21% +$4.91M 4.73% 2
2019
Q3 		$22.2M Sell
147,255
-7,121
-5% -$1.07M 3.92% 2
2019
Q2 		$23.2M Buy
154,376
+2,013
+1% +$296K 4.16% 2
2019
Q1 		$22.2M Sell
152,363
-5,826
-4% -$813K 2.7% 3
2018
Q4 		$20.2M Sell
158,189
-24,869,136
-99% -$3.43B 4.31% 2
2018
Q3 		$191M Buy
25,027,325
+3,709,066
+17% +$546M 2.41% 3
2018
Q2 		$151M Buy
21,318,259
+21,147,716
+12,400% +$2.95B 1.71% 5
2018
Q1 		$22.6M Buy
170,543
+2,757
+2% +$387K 4.32% 2
2017
Q4 		$23.6M Sell
167,786
-23,367
-12% -$3.13M 4.43% 2
2017
Q3 		$25M Sell
191,153
-1,154
-0.6% -$146K 5.18% 2
2017
Q2 		$23.9M Buy
192,307
+23,956
+14% +$2.95M 5.37% 2
2017
Q1 		$20.3M Buy
168,351
+24,775
+17% +$2.97M 5.02% 2
2016
Q4 		$16.7M Buy
143,576
+22,483
+19% +$2.53M 5.35% 2
2016
Q3 		$13.4M Buy
+121,093
New +$13.4M 4.94% 3
2016
Q1 		$10.2M Buy
+95,573
New +$9.48M 7.72% 2

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Wealth Management's VTI Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.6% in Q1 2026, selling an estimated $646K and leaving 52,139 shares worth $16.7M. The position accounts for 0.84% of the portfolio, ranked #19.

Cornerstone Wealth Management first reported a position in VTI in Q1 2016 and has held it in 39 quarters since. The position peaked at $191M in Q3 2018. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cornerstone Wealth Management held 52,139 shares of Vanguard Total Stock Market ETF worth $16.7M as of Q1 2026.
  • Cornerstone Wealth Management sold 1,926 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $646K.
  • Vanguard Total Stock Market ETF made up 0.84% of Cornerstone Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Vanguard Total Stock Market ETF position peaked at $191M in Q3 2018.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.