Cornerstone Financial Group
VGSH icon

Cornerstone Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Cornerstone Financial Group’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.8M Sell
65,951
-1,709
-3% -$99K 2.2% 15
2026
Q2 		$3.94M Sell
67,660
-765
-1% -$44.6K 2.43% 15
2026
Q1 		$3.99M Sell
68,425
-207
-0.3% -$12.2K 2.56% 13
2025
Q4 		$4.03M Buy
68,632
+209
+0.3% +$12.3K 2.81% 12
2025
Q3 		$4.03M Sell
68,423
-4,943
-7% -$290K 3.12% 10
2025
Q2 		$4.31M Buy
73,366
+319
+0.4% +$18.7K 3.67% 9
2025
Q1 		$4.27M Sell
73,047
-4,721
-6% -$276K 3.84% 8
2024
Q4 		$4.52M Buy
+77,768
New +$4.54M 4.46% 5

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Financial Group's VGSH Position: Q3 2026 in Review

Cornerstone Financial Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.5% in Q3 2026, selling an estimated $99K and leaving 65,951 shares worth $3.8M. The position accounts for 2.2% of the portfolio, ranked #15.

Cornerstone Financial Group first reported a position in VGSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.52M in Q4 2024. 922 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Cornerstone Financial Group held 65,951 shares of Vanguard Short-Term Treasury ETF worth $3.8M as of Q3 2026.
  • Cornerstone Financial Group sold 1,709 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $99K.
  • Vanguard Short-Term Treasury ETF made up 2.2% of Cornerstone Financial Group's portfolio in Q3 2026, its #15 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • Cornerstone Financial Group's Vanguard Short-Term Treasury ETF position peaked at $4.52M in Q4 2024.
  • 922 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.