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Cassaday & Co Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cassaday & Co Wealth Management’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 		$19.4K Sell
329
-61
-16% -$3.6K ﹤0.01% 777
2026
Q1 		$23.2K Buy
+390
New +$23.4K ﹤0.01% 759

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

Cassaday & Co Wealth Management's VGIT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q2 2026, selling an estimated $3.6K and leaving 329 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Cassaday & Co Wealth Management first reported a position in VGIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.2K in Q1 2026. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Cassaday & Co Wealth Management held 329 shares of Vanguard Intermediate-Term Treasury ETF worth $19.4K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 61 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.6K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #777 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $23.2K in Q1 2026.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.