Cary Street Partners Investment Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cary Street Partners 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	$480K	Buy	8,145 +1,212	+17%	+$71.6K	0.1%	211
2026 Q1	$413K	Buy	+6,933	New	+$415K	0.11%	213
2024 Q3	–	Sell	-3,815	Closed	-$222K	–	787
2024 Q2	$222K	Sell	3,815 -245	-6%	-$14.2K	0.01%	683
2024 Q1	$238K	Sell	4,060 -25	-0.6%	-$1.47K	0.01%	618
2023 Q4	$242K	Sell	4,085 -99	-2%	-$5.71K	0.01%	570
2023 Q3	$239K	Buy	4,184 +32	+0.8%	+$1.85K	0.01%	515
2023 Q2	$244K	Sell	4,152 -218	-5%	-$13K	0.02%	467
2023 Q1	$262K	Sell	4,370 -2,110	-33%	-$125K	0.02%	423
2022 Q4	$379K	Buy	6,480 +368	+6%	+$21.5K	0.03%	372
2022 Q3	$356K	Buy	+6,112	New	+$371K	0.03%	361

Other funds holding VGIT

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's VGIT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 17% in Q2 2026, buying an estimated $71.6K and bringing the position to 8,145 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #211.

Cary Street Partners Investment Advisory first reported a position in VGIT in Q3 2022 and has held it in 10 quarters since. 761 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Cary Street Partners Investment Advisory held 8,145 shares of Vanguard Intermediate-Term Treasury ETF worth $480K as of Q2 2026.
Cary Street Partners Investment Advisory bought 1,212 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $71.6K.
Vanguard Intermediate-Term Treasury ETF made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #211 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 10 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.