Avior Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Avior Wealth Management’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	$830K	Buy	14,070 +152	+1%	+$8.98K	0.02%	402
2026 Q1	$829K	Buy	13,918 +677	+5%	+$40.6K	0.02%	405
2025 Q4	$794K	Sell	13,241 -140	-1%	-$8.42K	0.02%	351
2025 Q3	$803K	Sell	13,381 -295	-2%	-$17.6K	0.03%	343
2025 Q2	$818K	Sell	13,676 -3	-0%	-$178	0.03%	327
2025 Q1	$813K	Buy	13,679 +4	+0%	+$234	0.03%	305
2024 Q4	$793K	Buy	13,675 +12,427	+996%	+$730K	0.03%	332
2024 Q3	$75.5K	Buy	1,248 +129	+12%	+$7.7K	﹤0.01%	971
2024 Q2	$65.2K	Buy	1,119 +972	+661%	+$56.2K	﹤0.01%	1002
2024 Q1	$8.61K	Hold	147	–	–	﹤0.01%	1918
2023 Q4	$8.72K	Hold	147	–	–	﹤0.01%	1016
2023 Q3	$8.4K	Sell	147 -160	-52%	-$9.28K	﹤0.01%	1068
2023 Q2	$18K	Buy	+307	New	+$18.3K	﹤0.01%	947
2021 Q4	–	Sell	-38	Closed	-$2K	–	1230
2021 Q3	$2K	Buy	+38	New	+$2.59K	﹤0.01%	954

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

Avior Wealth Management's VGIT Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q2 2026, buying an estimated $8.98K and bringing the position to 14,070 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #402.

Avior Wealth Management first reported a position in VGIT in Q3 2021 and has held it in 14 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Avior Wealth Management held 14,070 shares of Vanguard Intermediate-Term Treasury ETF worth $830K as of Q2 2026.
Avior Wealth Management bought 152 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $8.98K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #402 holding.
Avior Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 14 quarters since.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.