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Cornerstone Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cornerstone Wealth Advisors’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 		$3.07M Buy
51,992
+2,602
+5% +$154K 0.64% 20
2026
Q1 		$2.94M Buy
49,390
+2,560
+5% +$153K 0.68% 18
2025
Q4 		$2.81M Buy
46,830
+6,175
+15% +$371K 0.65% 19
2025
Q3 		$2.44M Sell
40,655
-718
-2% -$42.9K 0.59% 19
2025
Q2 		$2.47M Buy
41,373
+283
+0.7% +$16.8K 0.64% 19
2025
Q1 		$2.44M Buy
41,090
+4,855
+13% +$284K 0.68% 19
2024
Q4 		$2.1M Buy
36,235
+2,885
+9% +$170K 0.58% 20
2024
Q3 		$2.02M Buy
33,350
+258
+0.8% +$15.4K 0.56% 20
2024
Q2 		$1.93M Buy
33,092
+2,465
+8% +$143K 0.58% 19
2024
Q1 		$1.79M Buy
30,627
+943
+3% +$55.3K 0.55% 20
2023
Q4 		$1.76M Sell
29,684
-7,406
-20% -$427K 0.57% 20
2023
Q3 		$2.12M Buy
37,090
+2,925
+9% +$170K 0.75% 19
2023
Q2 		$2M Buy
34,165
+3,206
+10% +$191K 0.69% 20
2023
Q1 		$1.86M Buy
30,959
+2,454
+9% +$145K 0.67% 21
2022
Q4 		$1.67M Buy
28,505
+23,580
+479% +$1.38M 0.65% 21
2022
Q3 		$287K Buy
+4,925
New +$299K 0.11% 36

Other funds holding VGIT

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Cornerstone Wealth Advisors's VGIT Position: Q2 2026 in Review

Cornerstone Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.3% in Q2 2026, buying an estimated $154K and bringing the position to 51,992 shares worth $3.07M. The position accounts for 0.64% of the portfolio, ranked #20.

Cornerstone Wealth Advisors first reported a position in VGIT in Q3 2022 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Cornerstone Wealth Advisors held 51,992 shares of Vanguard Intermediate-Term Treasury ETF worth $3.07M as of Q2 2026.
  • Cornerstone Wealth Advisors bought 2,602 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.64% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • 210 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.