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 Q3	$35.2M	Sell	611,855 -474,803	-44%	-$27.5M	7.39%	5
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 44% in Q3 2026, selling an estimated $27.5M and leaving 611,855 shares worth $35.2M. The position accounts for 7.39% of the portfolio, ranked #5.

Cornerstone Wealth Advisors first reported a position in VGSH in Q1 2021 and has held it in 23 quarters since. The position peaked at $79.3M in Q1 2022. 233 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Cornerstone Wealth Advisors held 611,855 shares of Vanguard Short-Term Treasury ETF worth $35.2M as of Q3 2026.
Cornerstone Wealth Advisors sold 474,803 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $27.5M.
Vanguard Short-Term Treasury ETF made up 7.39% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Cornerstone Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 23 quarters since.
Cornerstone Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $79.3M in Q1 2022.
233 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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