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Capital Squared Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Capital Squared Financial’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 		$2.1M Sell
35,645
-25,328
-42% -$1.5M 1.37% 24
2026
Q1 		$3.63M Buy
60,973
+26,737
+78% +$1.6M 2.77% 6
2025
Q4 		$2.05M Buy
34,236
+30,115
+731% +$1.81M 1.6% 18
2025
Q3 		$247K Buy
4,121
+689
+20% +$41.1K 0.21% 71
2025
Q2 		$205K Buy
+3,432
New +$203K 0.24% 64

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
FG
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
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
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Capital Squared Financial's VGIT Position: Q2 2026 in Review

Capital Squared Financial reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 42% in Q2 2026, selling an estimated $1.5M and leaving 35,645 shares worth $2.1M. The position accounts for 1.37% of the portfolio, ranked #24.

Capital Squared Financial first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.63M in Q1 2026. 307 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Capital Squared Financial held 35,645 shares of Vanguard Intermediate-Term Treasury ETF worth $2.1M as of Q2 2026.
  • Capital Squared Financial sold 25,328 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.5M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.37% of Capital Squared Financial's portfolio in Q2 2026, its #24 holding.
  • Capital Squared Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Capital Squared Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $3.63M in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.