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Capital Performance Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Capital Performance Advisors’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 		$29.6M Buy
502,096
+38,124
+8% +$2.25M 1.91% 15
2026
Q1 		$27.6M Buy
463,972
+66,537
+17% +$3.99M 1.85% 15
2025
Q4 		$23.8M Buy
397,435
+338,293
+572% +$20.3M 1.69% 16
2025
Q3 		$3.55M Buy
59,142
+14,284
+32% +$853K 0.58% 28
2025
Q2 		$2.68M Buy
44,858
+44
+0.1% +$2.6K 0.53% 32
2025
Q1 		$2.66M Buy
44,814
+1,616
+4% +$94.5K 0.58% 30
2024
Q4 		$2.51M Buy
43,198
+3,677
+9% +$216K 0.8% 20
2024
Q3 		$2.39M Buy
39,521
+3,065
+8% +$183K 0.73% 20
2024
Q2 		$2.12M Buy
36,456
+4,335
+13% +$251K 0.81% 21
2024
Q1 		$1.88M Buy
32,121
+6,093
+23% +$357K 0.72% 23
2023
Q4 		$1.54M Buy
26,028
+12,002
+86% +$692K 0.67% 19
2023
Q3 		$802K Buy
14,026
+2,692
+24% +$156K 0.41% 27
2023
Q2 		$665K Buy
11,334
+1,539
+16% +$91.8K 0.33% 29
2023
Q1 		$587K Sell
9,795
-486
-5% -$28.8K 0.32% 26
2022
Q4 		$601K Buy
10,281
+1,603
+18% +$93.7K 0.35% 24
2022
Q3 		$506K Sell
8,678
-60
-0.7% -$3.64K 0.33% 26
2022
Q2 		$534K Sell
8,738
-304
-3% -$18.6K 0.33% 26
2022
Q1 		$569K Hold
9,042
– – 0.32% 23
2021
Q4 		$590K Buy
+9,042
New +$606K 0.36% 23

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Performance Advisors's VGIT Position: Q2 2026 in Review

Capital Performance Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.2% in Q2 2026, buying an estimated $2.25M and bringing the position to 502,096 shares worth $29.6M. The position accounts for 1.91% of the portfolio, ranked #15.

Capital Performance Advisors first reported a position in VGIT in Q4 2021 and has held it in 19 quarters since. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Capital Performance Advisors held 502,096 shares of Vanguard Intermediate-Term Treasury ETF worth $29.6M as of Q2 2026.
  • Capital Performance Advisors bought 38,124 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.25M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.91% of Capital Performance Advisors's portfolio in Q2 2026, its #15 holding.
  • Capital Performance Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • 974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.