Cherry Tree Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cherry Tree 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 Q3	$1.72M	Buy	30,435 +726	+2%	+$42.2K	0.32%	67
2026 Q2	$1.75M	Hold	29,709	–	–	0.33%	61
2026 Q1	$1.77M	Buy	29,709 +1,137	+4%	+$68.1K	0.37%	55
2025 Q4	$1.71M	Sell	28,572 -199	-0.7%	-$12K	0.36%	56
2025 Q3	$1.73M	Sell	28,771 -742	-3%	-$44.3K	0.38%	53
2025 Q2	$1.77M	Sell	29,513 -2,180	-7%	-$129K	0.41%	49
2025 Q1	$1.88M	Hold	31,693	–	–	0.45%	49
2024 Q4	$1.84M	Sell	31,693 -9,189	-22%	-$540K	0.45%	46
2024 Q3	$2.47M	Sell	40,882 -2,610	-6%	-$156K	0.59%	43
2024 Q2	$2.53M	Sell	43,492 -491	-1%	-$28.4K	0.64%	41
2024 Q1	$2.58M	Sell	43,983 -921	-2%	-$54K	0.65%	38
2023 Q4	$2.66M	Sell	44,904 -2,348	-5%	-$135K	0.71%	35
2023 Q3	$2.7M	Buy	47,252 +850	+2%	+$49.3K	0.79%	29
2023 Q2	$2.72M	Buy	+46,402	New	+$2.77M	0.79%	31

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Cherry Tree Wealth Management's VGIT Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.4% in Q3 2026, buying an estimated $42.2K and bringing the position to 30,435 shares worth $1.72M. The position accounts for 0.32% of the portfolio, ranked #67.

Cherry Tree Wealth Management first reported a position in VGIT in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.72M in Q2 2023. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Cherry Tree Wealth Management held 30,435 shares of Vanguard Intermediate-Term Treasury ETF worth $1.72M as of Q3 2026.
Cherry Tree Wealth Management bought 726 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $42.2K.
Vanguard Intermediate-Term Treasury ETF made up 0.32% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #67 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.72M in Q2 2023.
320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.