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

Balance Wealth’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	$4.2M	Buy	71,261 +468	+0.7%	+$27.7K	1.12%	19
2026 Q1	$4.22M	Buy	70,793 +1,374	+2%	+$82.3K	1.31%	18
2025 Q4	$4.16M	Sell	69,419 -51,085	-42%	-$3.07M	1.34%	14
2025 Q3	$7.23M	Buy	+120,504	New	+$7.2M	1.79%	13

Other funds holding VGIT

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Balance Wealth's VGIT Position: Q2 2026 in Review

Balance Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.66% in Q2 2026, buying an estimated $27.7K and bringing the position to 71,261 shares worth $4.2M. The position accounts for 1.12% of the portfolio, ranked #19.

Balance Wealth first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.23M in Q3 2025. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Balance Wealth held 71,261 shares of Vanguard Intermediate-Term Treasury ETF worth $4.2M as of Q2 2026.
Balance Wealth bought 468 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $27.7K.
Vanguard Intermediate-Term Treasury ETF made up 1.12% of Balance Wealth's portfolio in Q2 2026, its #19 holding.
Balance Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Balance Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $7.23M in Q3 2025.
342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.