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Cornerstone Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Cornerstone Wealth Advisors’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
Q2 		$63.2M Buy
1,086,658
+34,779
+3% +$2.03M 13.25% 2
2026
Q1 		$61.6M Buy
1,051,879
+102,059
+11% +$5.99M 14.18% 2
2025
Q4 		$55.8M Buy
949,820
+50,635
+6% +$2.98M 12.97% 2
2025
Q3 		$52.9M Buy
899,185
+38,264
+4% +$2.24M 12.81% 3
2025
Q2 		$50.6M Buy
860,921
+16,218
+2% +$950K 13.08% 3
2025
Q1 		$49.6M Buy
844,703
+16,444
+2% +$960K 13.76% 2
2024
Q4 		$48.2M Buy
828,259
+38,949
+5% +$2.27M 13.23% 2
2024
Q3 		$46.6M Sell
789,310
-425,004
-35% -$24.9M 12.95% 2
2024
Q2 		$70.4M Buy
1,214,314
+29,013
+2% +$1.68M 21.08% 1
2024
Q1 		$68.8M Buy
1,185,301
+38,178
+3% +$2.22M 21.19% 1
2023
Q4 		$66.9M Buy
1,147,123
+46,420
+4% +$2.68M 21.65% 1
2023
Q3 		$63.4M Buy
1,100,703
+30,373
+3% +$1.75M 22.35% 1
2023
Q2 		$61.8M Buy
1,070,330
+641
+0.1% +$37.3K 21.27% 1
2023
Q1 		$62.6M Sell
1,069,689
-28,665
-3% -$1.66M 22.75% 1
2022
Q4 		$63.5M Sell
1,098,354
-27,037
-2% -$1.56M 24.63% 1
2022
Q3 		$65M Sell
1,125,391
-2,919
-0.3% -$171K 25.68% 1
2022
Q2 		$66.4M Sell
1,128,310
-210,197
-16% -$12.4M 25.35% 1
2022
Q1 		$79.3M Buy
1,338,507
+80,182
+6% +$4.82M 27.4% 1
2021
Q4 		$76.5M Buy
1,258,325
+43,865
+4% +$2.68M 25.41% 1
2021
Q3 		$74.6M Buy
1,214,460
+37,332
+3% +$2.29M 26.1% 1
2021
Q2 		$72.3M Buy
1,177,128
+81,636
+7% +$5.02M 25.35% 1
2021
Q1 		$67.4M Buy
+1,095,492
New +$67.5M 25.44% 1

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.3% in Q2 2026, buying an estimated $2.03M and bringing the position to 1,086,658 shares worth $63.2M. The position accounts for 13.25% of the portfolio, ranked #2.

Cornerstone Wealth Advisors first reported a position in VGSH in Q1 2021 and has held it in 22 quarters since. The position peaked at $79.3M in Q1 2022. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Cornerstone Wealth Advisors held 1,086,658 shares of Vanguard Short-Term Treasury ETF worth $63.2M as of Q2 2026.
  • Cornerstone Wealth Advisors bought 34,779 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard Short-Term Treasury ETF made up 13.25% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $79.3M in Q1 2022.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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