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Capital Analysts LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Capital Analysts LLC’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
Q1 		$80K Sell
1,353
-67
-5% -$4.01K ﹤0.01% 853
2025
Q4 		$85K Sell
1,420
-191
-12% -$11.5K ﹤0.01% 804
2025
Q3 		$97K Buy
1,611
+204
+14% +$12.2K ﹤0.01% 742
2025
Q2 		$84K Sell
1,407
-43
-3% -$2.54K ﹤0.01% 713
2025
Q1 		$86K Buy
1,450
+4
+0.3% +$234 ﹤0.01% 678
2024
Q4 		$84K Sell
1,446
-69
-5% -$4.06K ﹤0.01% 651
2024
Q3 		$92K Buy
1,515
+55
+4% +$3.28K ﹤0.01% 597
2024
Q2 		$85K Buy
1,460
+5
+0.3% +$289 ﹤0.01% 610
2024
Q1 		$85K Buy
1,455
+3
+0.2% +$176 ﹤0.01% 577
2023
Q4 		$86K Buy
1,452
+883
+155% +$50.9K ﹤0.01% 557
2023
Q3 		$33K Buy
569
+4
+0.7% +$232 ﹤0.01% 698
2023
Q2 		$33K Sell
565
-66
-10% -$3.94K ﹤0.01% 649
2023
Q1 		$38K Buy
631
+2
+0.3% +$118 ﹤0.01% 633
2022
Q4 		$37K Sell
629
-1,053
-63% -$61.6K ﹤0.01% 670
2022
Q3 		$98K Sell
1,682
-2,165
-56% -$131K 0.01% 453
2022
Q2 		$235K Sell
3,847
-4,775
-55% -$292K 0.02% 326
2022
Q1 		$542K Buy
8,622
+16
+0.2% +$1.03K 0.03% 263
2021
Q4 		$572K Buy
8,606
+78
+0.9% +$5.23K 0.03% 255
2021
Q3 		$576K Sell
8,528
-3,501
-29% -$239K 0.04% 248
2021
Q2 		$816K Buy
12,029
+32
+0.3% +$2.17K 0.05% 218
2021
Q1 		$807K Buy
+11,997
New +$820K 0.06% 218

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Capital Analysts LLC's VGIT Position: Q1 2026 in Review

Capital Analysts LLC reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.7% in Q1 2026, selling an estimated $4.01K and leaving 1,353 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Capital Analysts LLC first reported a position in VGIT in Q1 2021 and has held it in 21 quarters since. The position peaked at $816K in Q2 2021. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Capital Analysts LLC held 1,353 shares of Vanguard Intermediate-Term Treasury ETF worth $80K as of Q1 2026.
  • Capital Analysts LLC sold 67 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $4.01K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #853 holding.
  • Capital Analysts LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
  • Capital Analysts LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $816K in Q2 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.