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

CGN 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	$561K	Sell	9,520 -8,485	-47%	-$501K	0.04%	218
2026 Q1	$1.07M	Sell	18,005 -58,606	-76%	-$3.51M	0.08%	176
2025 Q4	$4.59M	Buy	76,611 +11,203	+17%	+$674K	0.36%	56
2025 Q3	$3.93M	Buy	65,408 +26,048	+66%	+$1.56M	0.32%	66
2025 Q2	$2.35M	Buy	39,360 +8,362	+27%	+$495K	0.21%	102
2025 Q1	$1.84M	Sell	30,998 -1,678	-5%	-$98.2K	0.18%	125
2024 Q4	$1.9M	Buy	+32,676	New	+$1.92M	0.18%	121
2023 Q1	–	Sell	-26,182	Closed	-$1.53M	–	224
2022 Q4	$1.53M	Sell	26,182 -3,315	-11%	-$194K	0.27%	99
2022 Q3	$1.72M	Sell	29,497 -5,812	-16%	-$352K	0.43%	64
2022 Q2	$2.16M	Sell	35,309 -24,500	-41%	-$1.5M	0.61%	43
2022 Q1	$3.76M	Sell	59,809 -6,393	-10%	-$414K	0.94%	34
2021 Q4	$4.4M	Buy	66,202 +720	+1%	+$48.3K	1.15%	25
2021 Q3	$4.42M	Buy	65,482 +3,125	+5%	+$213K	1.45%	16
2021 Q2	$4.23M	Buy	62,357 +8,695	+16%	+$588K	1.34%	21
2021 Q1	$3.61M	Buy	53,662 +17,418	+48%	+$1.19M	1.3%	23
2020 Q4	$2.52M	Buy	+36,244	New	+$2.53M	1.01%	32

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CGN Advisors's VGIT Position: Q2 2026 in Review

CGN Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 47% in Q2 2026, selling an estimated $501K and leaving 9,520 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #218.

CGN Advisors first reported a position in VGIT in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.59M in Q4 2025. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

CGN Advisors held 9,520 shares of Vanguard Intermediate-Term Treasury ETF worth $561K as of Q2 2026.
CGN Advisors sold 8,485 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $501K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of CGN Advisors's portfolio in Q2 2026, its #218 holding.
CGN Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 16 quarters since.
CGN Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $4.59M in Q4 2025.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.