Cornerstone Planning Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cornerstone Planning Group’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1K	Buy	241 +104	+76%	+$6.14K	﹤0.01%	787
2026 Q1	$8.09K	Buy	+137	New	+$8.21K	﹤0.01%	956
2025 Q2	–	Sell	-335	Closed	-$19.8K	–	1693
2025 Q1	$19.8K	Buy	+335	New	+$19.6K	﹤0.01%	413
2024 Q4	–	Sell	-301	Closed	-$17.7K	–	1495
2024 Q3	$17.7K	Buy	301 +2	+0.7%	+$119	﹤0.01%	314
2024 Q2	$18K	Sell	299 -73	-20%	-$4.22K	0.01%	330
2024 Q1	$21.4K	Sell	372 -632	-63%	-$37.1K	0.01%	286
2023 Q4	$59.6K	Sell	1,004 -516	-34%	-$29.7K	0.02%	162
2023 Q3	$86.9K	Sell	1,520 -814	-35%	-$47.2K	0.03%	122
2023 Q2	$137K	Buy	+2,334	New	+$139K	0.05%	108
2022 Q4	$437K	Buy	+7,261	New	+$424K	0.18%	63

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cornerstone Planning Group's VGIT Position: Q2 2026 in Review

Cornerstone Planning Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 76% in Q2 2026, buying an estimated $6.14K and bringing the position to 241 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Cornerstone Planning Group first reported a position in VGIT in Q4 2022 and has held it in 10 quarters since. The position peaked at $437K in Q4 2022. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Cornerstone Planning Group held 241 shares of Vanguard Intermediate-Term Treasury ETF worth $14.1K as of Q2 2026.
Cornerstone Planning Group bought 104 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $6.14K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #787 holding.
Cornerstone Planning Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's Vanguard Intermediate-Term Treasury ETF position peaked at $437K in Q4 2022.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.