Cornerstone Planning Group
VGSH icon

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

Cornerstone Planning 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 		– Sell
-281
Closed -$16.3K – 1646
2026
Q2 		$16.3K Buy
281
+2
+0.7% +$117 ﹤0.01% 731
2026
Q1 		$16.2K Sell
279
-44
-14% -$2.58K ﹤0.01% 735
2025
Q4 		$19K Buy
323
+271
+521% +$15.9K ﹤0.01% 600
2025
Q3 		$13.2K Sell
52
-698
-93% -$41K ﹤0.01% 697
2025
Q2 		$44K Buy
+750
New +$43.9K 0.01% 261
2024
Q3 		– Sell
-136
Closed -$7.98K – 1375
2024
Q2 		$7.98K Buy
136
+40
+42% +$2.31K ﹤0.01% 487
2024
Q1 		$5.54K Buy
+96
New +$5.58K ﹤0.01% 502

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026, closing a stake of 281 shares — an estimated $16.3K sold.

Cornerstone Planning Group first reported a position in VGSH in Q1 2024 and held it in 7 quarters. The position peaked at $44K in Q2 2025. 332 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 281 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $16.3K.
  • Cornerstone Planning Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Vanguard Short-Term Treasury ETF position peaked at $44K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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