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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
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 		$9.93M 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Allworth Financial's VGIT Position: Q2 2026 in Review

Allworth Financial reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 20% in Q2 2026, selling an estimated $1.58M and leaving 105,738 shares worth $6.24M. The position accounts for 0.03% of the portfolio, ranked #311.

Allworth Financial first reported a position in VGIT in Q1 2017 and has held it in 20 quarters since. The position peaked at $18.5M in Q1 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Allworth Financial held 105,738 shares of Vanguard Intermediate-Term Treasury ETF worth $6.24M as of Q2 2026.
  • Allworth Financial sold 26,779 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.58M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #311 holding.
  • Allworth Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and has held it in 20 quarters since.
  • Allworth Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $18.5M in Q1 2025.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.