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Activest Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Activest Wealth Management’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 		– Sell
-37
Closed -$2.2K – 1498
2026
Q1 		$2.2K Hold
37
– – ﹤0.01% 941
2025
Q4 		$2.22K Sell
37
-744
-95% -$44.7K ﹤0.01% 876
2025
Q3 		$46.9K Buy
+781
New +$46.6K 0.01% 272
2023
Q1 		– Sell
-178
Closed -$10.6K – 556
2022
Q4 		$10.6K Buy
+178
New +$10.4K ﹤0.01% 309

Other funds holding VGIT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
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
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Activest Wealth Management's VGIT Position: Q2 2026 in Review

Activest Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 37 shares — an estimated $2.2K sold.

Activest Wealth Management first reported a position in VGIT in Q4 2022 and held it in 4 quarters. The position peaked at $46.9K in Q3 2025. 534 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Activest Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 37 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.2K.
  • Activest Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Activest Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $46.9K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.