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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 91% in Q2 2026, selling an estimated $30.5K and leaving 55 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Cornerstone Planning Group first reported a position in VGLT in Q3 2023 and has held it in 6 quarters since. The position peaked at $55.2K in Q3 2025. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

  • Cornerstone Planning Group held 55 shares of Vanguard Long-Term Treasury ETF worth $2.94K as of Q2 2026.
  • Cornerstone Planning Group sold 556 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1224 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Long-Term Treasury ETF in Q3 2023 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Vanguard Long-Term Treasury ETF position peaked at $55.2K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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