Apella Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Apella Capital’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	$4.52M	Sell	77,093 -17,770	-19%	-$1.05M	0.06%	174
2026 Q1	$5.67M	Sell	94,863 -493	-0.5%	-$29.5K	0.08%	150
2025 Q4	$5.71M	Sell	95,356 -3,912	-4%	-$235K	0.11%	125
2025 Q3	$6.01M	Sell	99,268 -30,814	-24%	-$1.84M	0.13%	111
2025 Q2	$7.7M	Sell	130,082 -31,274	-19%	-$1.85M	0.21%	86
2025 Q1	$9.53M	Buy	161,356 +7,426	+5%	+$434K	0.33%	65
2024 Q4	$8.93M	Buy	153,930 +135,670	+743%	+$7.97M	0.34%	53
2024 Q3	$1.1M	Sell	18,260 -5,603	-23%	-$334K	0.05%	144
2024 Q2	$1.39M	Sell	23,863 -1,182	-5%	-$68.3K	0.06%	127
2024 Q1	$1.45M	Buy	25,045 +8,785	+54%	+$515K	0.07%	113
2023 Q4	$960K	Sell	16,260 -10,858	-40%	-$626K	0.05%	137
2023 Q3	$1.55M	Sell	27,118 -3,012	-10%	-$175K	0.11%	93
2023 Q2	$1.77M	Buy	+30,130	New	+$1.8M	0.13%	86
2022 Q4	$1.93M	Sell	33,078 -8,634	-21%	-$505K	0.18%	71
2022 Q3	$2.43M	Buy	41,712 +4,424	+12%	+$268K	0.28%	62
2022 Q2	$2.28M	Sell	37,288 -6,496	-15%	-$398K	0.27%	59
2022 Q1	$2.75M	Buy	43,784 +7,282	+20%	+$471K	0.39%	47
2021 Q4	$2.43M	Sell	36,502 -2,740	-7%	-$184K	0.31%	55
2021 Q3	$2.65M	Buy	39,242 +2,210	+6%	+$151K	0.38%	55
2021 Q2	$2.51M	Buy	+37,032	New	+$2.51M	0.41%	52

Other funds holding VGIT

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Apella Capital's VGIT Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q2 2026, selling an estimated $1.05M and leaving 77,093 shares worth $4.52M. The position accounts for 0.06% of the portfolio, ranked #174.

Apella Capital first reported a position in VGIT in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.53M in Q1 2025. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Apella Capital held 77,093 shares of Vanguard Intermediate-Term Treasury ETF worth $4.52M as of Q2 2026.
Apella Capital sold 17,770 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Intermediate-Term Treasury ETF made up 0.06% of Apella Capital's portfolio in Q2 2026, its #174 holding.
Apella Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and has held it in 20 quarters since.
Apella Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $9.53M in Q1 2025.
188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.