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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.34M Sell
91,769
-2,151
-2% -$125K 4.28% 3
2026
Q1
$5.5M Buy
93,920
+8,288
+10% +$487K 5.04% 1
2025
Q4
$5.03M Buy
+85,632
New +$5.03M 4.72% 3

Other funds holding VGSH

Cornerstone Financial Management's VGSH Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.3% in Q2 2026, selling an estimated $125K and leaving 91,769 shares worth $5.34M. The position accounts for 4.28% of the portfolio, ranked #3.

Cornerstone Financial Management first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.5M in Q1 2026. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Cornerstone Financial Management held 91,769 shares of Vanguard Short-Term Treasury ETF worth $5.34M as of Q2 2026.
  • Cornerstone Financial Management sold 2,151 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Short-Term Treasury ETF made up 4.28% of Cornerstone Financial Management's portfolio in Q2 2026, its #3 holding.
  • Cornerstone Financial Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Vanguard Short-Term Treasury ETF position peaked at $5.5M in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.