Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Badgley Phelps Wealth Managers’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 		$81.4M Sell
1,436,960
-52,737
-4% -$3.06M 1.4% 17
2026
Q2 		$87.9M Buy
1,489,697
+26,291
+2% +$1.55M 1.54% 17
2026
Q1 		$87.1M Buy
1,463,406
+6,263
+0.4% +$375K 1.74% 13
2025
Q4 		$87.3M Sell
1,457,143
-51,570
-3% -$3.1M 1.6% 14
2025
Q3 		$90.6M Sell
1,508,713
-8,523
-0.6% -$509K 1.91% 11
2025
Q2 		$90.7M Buy
1,517,236
+417,807
+38% +$24.7M 2.01% 11
2025
Q1 		$65.3M Buy
1,099,429
+409,293
+59% +$23.9M 1.58% 15
2024
Q4 		$40M Sell
690,136
-13,686
-2% -$804K 0.93% 29
2024
Q3 		$42.5M Buy
703,822
+14,614
+2% +$872K 0.99% 24
2024
Q2 		$40.1M Buy
689,208
+8,345
+1% +$482K 0.99% 23
2024
Q1 		$39.9M Buy
680,863
+15,947
+2% +$936K 1% 24
2023
Q4 		$39.4M Buy
664,916
+1,585
+0.2% +$91.4K 1.08% 24
2023
Q3 		$37.9M Buy
663,331
+5,892
+0.9% +$342K 1.29% 19
2023
Q2 		$38.6M Sell
657,439
-192,125
-23% -$11.5M 1.27% 17
2023
Q1 		$50.9M Buy
849,564
+42,343
+5% +$2.51M 1.87% 9
2022
Q4 		$47.2M Buy
+807,221
New +$47.2M 1.89% 8

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

Badgley Phelps Wealth Managers's VGIT Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.5% in Q3 2026, selling an estimated $3.06M and leaving 1,436,960 shares worth $81.4M. The position accounts for 1.4% of the portfolio, ranked #17.

Badgley Phelps Wealth Managers first reported a position in VGIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $90.7M in Q2 2025. 287 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Badgley Phelps Wealth Managers held 1,436,960 shares of Vanguard Intermediate-Term Treasury ETF worth $81.4M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 52,737 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $3.06M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.4% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #17 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • Badgley Phelps Wealth Managers's Vanguard Intermediate-Term Treasury ETF position peaked at $90.7M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.