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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$248M Buy
4,196,999
+261,836
+7% +$15.5M 3.25% 8
2026
Q1 		$234M Buy
3,935,163
+1,393,666
+55% +$83.5M 3.43% 7
2025
Q4 		$152M Buy
2,541,497
+192,610
+8% +$11.6M 2.3% 10
2025
Q3 		$141M Buy
2,348,887
+251,991
+12% +$15M 2.23% 10
2025
Q2 		$125M Buy
2,096,896
+131,953
+7% +$7.81M 2.1% 11
2025
Q1 		$117M Buy
1,964,943
+793,357
+68% +$46.4M 2.18% 10
2024
Q4 		$68M Buy
1,171,586
+76,432
+7% +$4.49M 1.32% 20
2024
Q3 		$66.2M Buy
1,095,154
+90,027
+9% +$5.37M 1.53% 19
2024
Q2 		$58.5M Buy
1,005,127
+67,431
+7% +$3.9M 1.26% 21
2024
Q1 		$54.9M Buy
+937,696
New +$55M 1.25% 21

Other funds holding VGIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VGIT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.7% in Q2 2026, buying an estimated $15.5M and bringing the position to 4,196,999 shares worth $248M. The position accounts for 3.25% of the portfolio, ranked #8.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. 445 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 4,196,999 shares of Vanguard Intermediate-Term Treasury ETF worth $248M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 261,836 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $15.5M.
  • Vanguard Intermediate-Term Treasury ETF made up 3.25% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 445 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.