Advyzon Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Advyzon Investment 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	$2.02M	Buy	34,207 +3,138	+10%	+$185K	0.15%	143
2026 Q1	$1.85M	Sell	31,069 -7,906	-20%	-$474K	0.17%	128
2025 Q4	$2.34M	Buy	38,975 +3,810	+11%	+$229K	0.27%	92
2025 Q3	$2.11M	Sell	35,165 -1,039	-3%	-$62K	0.36%	59
2025 Q2	$2.17M	Sell	36,204 -3,319	-8%	-$196K	0.48%	44
2025 Q1	$2.35M	Buy	39,523 +1,918	+5%	+$112K	0.83%	22
2024 Q4	$2.18M	Buy	+37,605	New	+$2.21M	0.84%	23

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Advyzon Investment Management's VGIT Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2026, buying an estimated $185K and bringing the position to 34,207 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #143.

Advyzon Investment Management first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.35M in Q1 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Advyzon Investment Management held 34,207 shares of Vanguard Intermediate-Term Treasury ETF worth $2.02M as of Q2 2026.
Advyzon Investment Management bought 3,138 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $185K.
Vanguard Intermediate-Term Treasury ETF made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #143 holding.
Advyzon Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.35M in Q1 2025.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.