Allworth Financial
VGIT icon

Allworth Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Allworth Financial’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 		$8.42M Buy
142,712
+36,974
+35% +$2.15M 0.03% 301
2026
Q2 		$6.24M Sell
105,738
-26,779
-20% -$1.58M 0.03% 311
2026
Q1 		$7.89M Sell
132,517
-18,478
-12% -$1.11M 0.03% 288
2025
Q4 		$9.05M Sell
150,995
-14,422
-9% -$867K 0.04% 244
2025
Q3 		$9.9M Sell
165,417
-3,026
-2% -$181K 0.04% 213
2025
Q2 		$10.1M Sell
168,443
-143,038
-46% -$8.47M 0.05% 198
2025
Q1 		$18.5M Buy
311,481
+24,683
+9% +$1.44M 0.1% 114
2024
Q4 		$16.6M Buy
286,798
+258,855
+926% +$15.2M 0.09% 121
2024
Q3 		$1.69M Buy
27,943
+2,914
+12% +$174K 0.01% 366
2024
Q2 		$1.47M Sell
25,029
-61,387
-71% -$3.55M 0.01% 377
2024
Q1 		$5.06M Sell
86,416
-16,826
-16% -$987K 0.04% 197
2023
Q4 		$6.12M Sell
103,242
-39,229
-28% -$2.26M 0.05% 167
2023
Q3 		$8.14M Buy
142,471
+53,115
+59% +$3.08M 0.07% 120
2023
Q2 		$5.24M Sell
89,356
-1,348
-1% -$80.4K 0.04% 167
2023
Q1 		$5.44M Sell
90,704
-11,017
-11% -$653K 0.05% 150
2022
Q4 		$5.95M Sell
101,721
-3,822
-4% -$223K 0.07% 126
2022
Q3 		$6.15M Sell
105,543
-45,692
-30% -$2.77M 0.08% 112
2022
Q2 		$9.25M Buy
151,235
+34,328
+29% +$2.1M 0.13% 91
2022
Q1 		$7.35M Buy
116,907
+84,540
+261% +$5.47M 0.09% 107
2021
Q4 		$2.15M Buy
+32,367
New +$2.17M 0.03% 191
2017
Q2 		– Sell
-129
Closed -$8K – 828
2017
Q1 		$8K Buy
+129
New +$8.27K ﹤0.01% 478

Other funds holding VGIT

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Allworth Financial's VGIT Position: Q3 2026 in Review

Allworth Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 35% in Q3 2026, buying an estimated $2.15M and bringing the position to 142,712 shares worth $8.42M. The position accounts for 0.03% of the portfolio, ranked #301.

Allworth Financial first reported a position in VGIT in Q1 2017 and has held it in 21 quarters since. The position peaked at $18.5M in Q1 2025. 648 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Allworth Financial held 142,712 shares of Vanguard Intermediate-Term Treasury ETF worth $8.42M as of Q3 2026.
  • Allworth Financial bought 36,974 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $2.15M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Allworth Financial's portfolio in Q3 2026, its #301 holding.
  • Allworth Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and has held it in 21 quarters since.
  • Allworth Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $18.5M in Q1 2025.
  • 648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.