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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
Q3 		$3.67M Buy
64,767
+12,775
+25% +$742K 0.77% 18
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Cornerstone Wealth Advisors's VGIT Position: Q3 2026 in Review

Cornerstone Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 25% in Q3 2026, buying an estimated $742K and bringing the position to 64,767 shares worth $3.67M. The position accounts for 0.77% of the portfolio, ranked #18.

Cornerstone Wealth Advisors first reported a position in VGIT in Q3 2022 and has held it in 17 quarters since. 196 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Cornerstone Wealth Advisors held 64,767 shares of Vanguard Intermediate-Term Treasury ETF worth $3.67M as of Q3 2026.
  • Cornerstone Wealth Advisors bought 12,775 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $742K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.77% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 17 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

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