Cape Investment Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cape Investment Advisory’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	$111K	Buy	+1,883	New	+$111K	0.03%	325
2026 Q1	–	Sell	-2,673	Closed	-$160K	–	1170
2025 Q4	$160K	Buy	2,673 +1,339	+100%	+$80.5K	0.05%	234
2025 Q3	$80.1K	Sell	1,334 -731	-35%	-$43.6K	0.08%	180
2025 Q2	$124K	Buy	2,065 +831	+67%	+$49.2K	0.05%	238
2025 Q1	$73.3K	Buy	1,234 +263	+27%	+$15.4K	0.03%	290
2024 Q4	$56.3K	Buy	971 +213	+28%	+$12.5K	0.02%	316
2024 Q3	$45.8K	Buy	758 +151	+25%	+$9.01K	0.02%	332
2024 Q2	$35.3K	Sell	607 -59	-9%	-$3.41K	0.02%	347
2024 Q1	$39K	Buy	666 +100	+18%	+$5.87K	0.02%	340
2023 Q4	$33.6K	Sell	566 -66	-10%	-$3.8K	0.02%	431
2023 Q3	$36.1K	Sell	632 -27	-4%	-$1.56K	0.02%	348
2023 Q2	$38.7K	Sell	659 -23	-3%	-$1.37K	0.02%	328
2023 Q1	$40.9K	Buy	+682	New	+$40.4K	0.02%	298

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

Cape Investment Advisory's VGIT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 1,883 shares worth $111K. The stake represents 0.03% of the portfolio and ranks #325 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VGIT as recently as Q4 2025.

Cape Investment Advisory first reported a position in VGIT in Q1 2023 and has held it in 13 quarters since. The position peaked at $160K in Q4 2025. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Cape Investment Advisory held 1,883 shares of Vanguard Intermediate-Term Treasury ETF worth $111K as of Q2 2026.
Vanguard Intermediate-Term Treasury ETF was a new Cape Investment Advisory position in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #325 holding.
Cape Investment Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $160K in Q4 2025.
982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.