Atria Investments’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Atria Investments’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	$92.7M	Buy	1,572,298 +76,996	+5%	+$4.55M	0.93%	11
2026 Q1	$89M	Buy	1,495,302 +1,214,442	+432%	+$72.8M	1%	9
2025 Q4	$16.8M	Buy	280,860 +66,547	+31%	+$4M	0.19%	104
2025 Q3	$12.9M	Sell	214,313 -84,792	-28%	-$5.06M	0.15%	139
2025 Q2	$17.9M	Buy	299,105 +52,504	+21%	+$3.11M	0.21%	96
2025 Q1	$14.6M	Sell	246,601 -449,732	-65%	-$26.3M	0.19%	113
2024 Q4	$40.4M	Sell	696,333 -32,601	-4%	-$1.92M	0.5%	30
2024 Q3	$44M	Sell	728,934 -4,783	-0.7%	-$285K	0.55%	26
2024 Q2	$42.7M	Buy	733,717 +66,060	+10%	+$3.82M	0.55%	26
2024 Q1	$39.1M	Buy	667,657 +32,179	+5%	+$1.89M	0.54%	27
2023 Q4	$37.7M	Sell	635,478 -8,282	-1%	-$477K	0.58%	27
2023 Q3	$36.8M	Buy	643,760 +5,565	+0.9%	+$323K	0.66%	22
2023 Q2	$37.4M	Buy	638,195 +596,205	+1,420%	+$35.5M	0.68%	20
2023 Q1	$2.52M	Buy	41,990 +8,813	+27%	+$522K	0.05%	459
2022 Q4	$1.94M	Sell	33,177 -15,080	-31%	-$882K	0.04%	524
2022 Q3	$2.81M	Sell	48,257 -16,289	-25%	-$987K	0.06%	379
2022 Q2	$3.95M	Sell	64,546 -614,367	-90%	-$37.6M	0.08%	299
2022 Q1	$42.7M	Sell	678,913 -263,633	-28%	-$17.1M	0.75%	17
2021 Q4	$62.7M	Sell	942,546 -28,318	-3%	-$1.9M	1.12%	9
2021 Q3	$65.6M	Buy	970,864 +42,610	+5%	+$2.91M	1.18%	10
2021 Q2	$62.9M	Buy	928,254 +33,421	+4%	+$2.26M	1.21%	8
2021 Q1	$60.2M	Buy	894,833 +110,106	+14%	+$7.53M	1.33%	9
2020 Q4	$54.5M	Sell	784,727 -102,584	-12%	-$7.17M	1.31%	10
2020 Q3	$62.5M	Buy	887,311 +378,812	+74%	+$26.7M	1.9%	5
2020 Q2	$35.9M	Sell	508,499 -112,499	-18%	-$7.92M	1.23%	10
2020 Q1	$43.8M	Sell	620,998 -944,465	-60%	-$64.1M	3.36%	3
2019 Q4	$103M	Buy	1,565,463 +497,304	+47%	+$33M	2.79%	3
2019 Q3	$71.2M	Buy	1,068,159 +20,115	+2%	+$1.34M	2.54%	4
2019 Q2	$70.1M	Buy	1,048,044 +781,742	+294%	+$50.6M	2.61%	4
2019 Q1	$17.2M	Buy	266,302 +258,663	+3,386%	+$16.5M	0.73%	25
2018 Q4	$485K	Sell	7,639 -394	-5%	-$24.5K	0.02%	513
2018 Q3	$499K	Buy	+8,033	New	+$501K	0.02%	590
2017 Q3	–	Sell	-7,414	Closed	-$479K	–	832
2017 Q2	$479K	Buy	7,414 +81	+1%	+$5.25K	0.03%	440
2017 Q1	$472K	Buy	+7,333	New	+$470K	0.03%	408

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

Atria Investments's VGIT Position: Q2 2026 in Review

Atria Investments increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.1% in Q2 2026, buying an estimated $4.55M and bringing the position to 1,572,298 shares worth $92.7M. The position accounts for 0.93% of the portfolio, ranked #11.

Atria Investments first reported a position in VGIT in Q1 2017 and has held it in 34 quarters since. The position peaked at $103M in Q4 2019. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Atria Investments held 1,572,298 shares of Vanguard Intermediate-Term Treasury ETF worth $92.7M as of Q2 2026.
Atria Investments bought 76,996 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.55M.
Vanguard Intermediate-Term Treasury ETF made up 0.93% of Atria Investments's portfolio in Q2 2026, its #11 holding.
Atria Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and has held it in 34 quarters since.
Atria Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $103M in Q4 2019.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.