WHCI
VTI icon

W.H. Cornerstone Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

W.H. Cornerstone Investments’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 		$21.3M Buy
66,267
+2,170
+3% +$728K 13.29% 1
2025
Q4 		$21.5M Buy
64,097
+5,201
+9% +$1.73M 12.96% 1
2025
Q3 		$19.3M Buy
58,896
+122
+0.2% +$38.5K 11.79% 1
2025
Q2 		$17.9M Buy
58,774
+3,575
+6% +$1.01M 11.32% 1
2025
Q1 		$15.2M Sell
55,199
-1,276
-2% -$371K 10.48% 1
2024
Q4 		$16.4M Sell
56,475
-1,910
-3% -$557K 10.93% 1
2024
Q3 		$16.5M Buy
58,385
+11,054
+23% +$3.02M 11.17% 1
2024
Q2 		$12.7M Buy
47,331
+6,339
+15% +$1.64M 8.97% 1
2024
Q1 		$10.7M Buy
40,992
+11,544
+39% +$2.86M 7.68% 1
2023
Q4 		$6.99M Buy
29,448
+18,056
+158% +$3.99M 5.54% 1
2023
Q3 		$2.42M Buy
11,392
+1,371
+14% +$303K 2.13% 8
2023
Q2 		$2.21M Sell
10,021
-162
-2% -$33.8K 1.97% 10
2023
Q1 		$2.08M Sell
10,183
-58
-0.6% -$11.6K 1.89% 9
2022
Q4 		$2.05M Buy
10,241
+552
+6% +$106K 1.95% 9
2022
Q3 		$1.74M Buy
+9,689
New +$1.93M 1.84% 10

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 $12.8B AUM 19.73% 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

W.H. Cornerstone Investments's VTI Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q1 2026, buying an estimated $728K and bringing the position to 66,267 shares worth $21.3M. The position accounts for 13.29% of the portfolio, ranked #1.

W.H. Cornerstone Investments first reported a position in VTI in Q3 2022 and has held it in 15 quarters since. The position peaked at $21.5M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • W.H. Cornerstone Investments held 66,267 shares of Vanguard Morningstar Total Stock Market ETF worth $21.3M as of Q1 2026.
  • W.H. Cornerstone Investments bought 2,170 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $728K.
  • Vanguard Morningstar Total Stock Market ETF made up 13.29% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #1 holding.
  • W.H. Cornerstone Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $21.5M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.