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Cassilly Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cassilly Financial Group’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
Q3 		$336K Buy
5,926
+1,410
+31% +$81.9K 0.23% 60
2026
Q2 		$266K Buy
+4,516
New +$267K 0.19% 62

Other funds holding VGIT

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Cassilly Financial Group's VGIT Position: Q3 2026 in Review

Cassilly Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 31% in Q3 2026, buying an estimated $81.9K and bringing the position to 5,926 shares worth $336K. The position accounts for 0.23% of the portfolio, ranked #60.

Cassilly Financial Group first reported a position in VGIT in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Cassilly Financial Group held 5,926 shares of Vanguard Intermediate-Term Treasury ETF worth $336K as of Q3 2026.
  • Cassilly Financial Group bought 1,410 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $81.9K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.23% of Cassilly Financial Group's portfolio in Q3 2026, its #60 holding.
  • Cassilly Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.