VTI VANGUARD INDEX FDS

Ownership history in Cornerstone Management, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Management, Inc. reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.5% (2023 Q4)
Avg. % of fund
3.04%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 43,572 -6,830 -13.6% 2.38% $14.6M $335.27
2025 Q3 REDUCED 50,402 -1,000 -1.9% 2.74% $16.5M $327.24
2025 Q2 REDUCED 51,402 -700 -1.3% 2.72% $15.6M $302.23
2025 Q1 ADDED 52,102 +304 +0.6% 2.68% $14.3M $272.48
2024 Q4 REDUCED 51,798 -2,440 -4.5% 2.91% $15.0M $286.32
2024 Q3 REDUCED 54,238 -690 -1.3% 3.21% $15.4M $278.85
2024 Q2 REDUCED 54,928 -2,987 -5.2% 3.23% $14.7M $262.63
2024 Q1 UNCHANGED 57,915 0% 3.34% $15.1M $254.25
2023 Q4 REDUCED 57,915 -1,700 -2.9% 3.50% $13.7M $231.25
2023 Q3 ADDED 59,615 +196 +0.3% 3.38% $12.7M $206.18
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTI price (monthly, adj. close)
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