Cornerstone Planning Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-55	Closed	-$2.94K	–	1645
2026 Q2	$2.94K	Sell	55 -556	-91%	-$30.5K	﹤0.01%	1224
2026 Q1	$33.4K	Buy	611 +556	+1,011%	+$31.2K	﹤0.01%	508
2025 Q4	$3.08K	Sell	55 -165	-75%	-$9.39K	﹤0.01%	1098
2025 Q3	$55.2K	Buy	+220	New	+$12.3K	0.01%	318
2024 Q1	–	Sell	-22	Closed	-$1.35K	–	1191
2023 Q4	$1.35K	Sell	22 -43	-66%	-$2.43K	﹤0.01%	686
2023 Q3	$3.61K	Buy	+65	New	+$3.88K	﹤0.01%	577

Other funds holding VGLT

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Cornerstone Planning Group's VGLT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2026, closing a stake of 55 shares — an estimated $2.94K sold.

Cornerstone Planning Group first reported a position in VGLT in Q3 2023 and held it in 6 quarters. The position peaked at $55.2K in Q3 2025. 103 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

Cornerstone Planning Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 55 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $2.94K.
Cornerstone Planning Group first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and held it in 6 quarters.
Cornerstone Planning Group's Vanguard Long-Term Treasury ETF position peaked at $55.2K in Q3 2025.
103 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.