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

Blossom 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
Q3 		$1.03M Buy
18,097
+560
+3% +$32.5K 1.38% 18
2026
Q2 		$1.03M Sell
17,537
-587
-3% -$34.7K 1.46% 17
2026
Q1 		$1.08M Buy
18,124
+705
+4% +$42.2K 1.6% 17
2025
Q4 		$1.04M Sell
17,419
-874
-5% -$52.6K 1.72% 15
2025
Q3 		$1.1M Buy
18,293
+1,089
+6% +$65K 1.77% 13
2025
Q2 		$1.03M Buy
17,204
+2,077
+14% +$123K 1.82% 15
2025
Q1 		$898K Buy
15,127
+1,852
+14% +$108K 1.81% 16
2024
Q4 		$770K Buy
13,275
+5,007
+61% +$294K 1.48% 18
2024
Q3 		$500K Buy
8,268
+553
+7% +$33K 1.01% 34
2024
Q2 		$448K Buy
7,715
+461
+6% +$26.7K 0.98% 32
2024
Q1 		$424K Buy
7,254
+7
+0.1% +$411 1.02% 32
2023
Q4 		$429K Buy
7,247
+319
+5% +$18.4K 1.16% 30
2023
Q3 		$396K Buy
6,928
+494
+8% +$28.6K 1.27% 29
2023
Q2 		$377K Buy
6,434
+925
+17% +$55.2K 1.38% 29
2023
Q1 		$330K Sell
5,509
-34
-0.6% -$2.01K 1.34% 34
2022
Q4 		$324K Buy
+5,543
New +$324K 1.56% 28

Other funds holding VGIT

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

Blossom Wealth Management's VGIT Position: Q3 2026 in Review

Blossom Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.2% in Q3 2026, buying an estimated $32.5K and bringing the position to 18,097 shares worth $1.03M. The position accounts for 1.38% of the portfolio, ranked #18.

Blossom Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q3 2025. 702 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Blossom Wealth Management held 18,097 shares of Vanguard Intermediate-Term Treasury ETF worth $1.03M as of Q3 2026.
  • Blossom Wealth Management bought 560 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $32.5K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.38% of Blossom Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Blossom Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • Blossom Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.1M in Q3 2025.
  • 702 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Blossom Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.