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Axos Invest’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Axos Invest’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 		$6.22M Sell
105,408
-8,990
-8% -$531K 4.55% 5
2026
Q1 		$6.81M Sell
114,398
-2,299
-2% -$138K 5.15% 5
2025
Q4 		$6.99M Sell
116,697
-2,739
-2% -$165K 5.14% 5
2025
Q3 		$7.17M Sell
119,436
-9,456
-7% -$565K 5.37% 5
2025
Q2 		$7.71M Sell
128,892
-4,690
-4% -$278K 5.82% 3
2025
Q1 		$7.93M Sell
133,582
-9,184
-6% -$537K 6.15% 3
2024
Q4 		$8.28M Sell
142,766
-856
-0.6% -$50.3K 6.03% 3
2024
Q3 		$8.68M Buy
+143,622
New +$8.57M 5.94% 3

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Axos Invest's VGIT Position: Q2 2026 in Review

Axos Invest reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.9% in Q2 2026, selling an estimated $531K and leaving 105,408 shares worth $6.22M. The position accounts for 4.55% of the portfolio, ranked #5.

Axos Invest first reported a position in VGIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.68M in Q3 2024. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Axos Invest held 105,408 shares of Vanguard Intermediate-Term Treasury ETF worth $6.22M as of Q2 2026.
  • Axos Invest sold 8,990 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $531K.
  • Vanguard Intermediate-Term Treasury ETF made up 4.55% of Axos Invest's portfolio in Q2 2026, its #5 holding.
  • Axos Invest first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Axos Invest's Vanguard Intermediate-Term Treasury ETF position peaked at $8.68M in Q3 2024.
  • 669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Axos Invest's 13F filing for Q2 2026, filed 7 Aug 2026.