Apella Capital
VGIT icon

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
Q3 		$17.9M Buy
316,744
+239,651
+311% +$13.9M 0.23% 85
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 		$9.5M 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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Apella Capital's VGIT Position: Q3 2026 in Review

Apella Capital increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 311% in Q3 2026, buying an estimated $13.9M and bringing the position to 316,744 shares worth $17.9M. The position accounts for 0.23% of the portfolio, ranked #85.

Apella Capital first reported a position in VGIT in Q2 2021 and has held it in 21 quarters since. 287 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Apella Capital held 316,744 shares of Vanguard Intermediate-Term Treasury ETF worth $17.9M as of Q3 2026.
  • Apella Capital bought 239,651 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $13.9M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.23% of Apella Capital's portfolio in Q3 2026, its #85 holding.
  • Apella Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and has held it in 21 quarters since.
  • 287 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.