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

Claris 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	$6.96M	Buy	118,021 +27,559	+30%	+$1.63M	1.82%	17
2026 Q1	$5.39M	Buy	90,462 +6,588	+8%	+$395K	1.61%	19
2025 Q4	$5.03M	Buy	83,874 +27,377	+48%	+$1.65M	1.53%	19
2025 Q3	$3.38M	Buy	56,497 +866	+2%	+$51.7K	1.17%	19
2025 Q2	$3.33M	Buy	55,631 +13,860	+33%	+$820K	1.16%	19
2025 Q1	$2.48M	Buy	41,771 +3,428	+9%	+$201K	0.92%	19
2024 Q4	$2.22M	Buy	38,343 +1,528	+4%	+$89.8K	0.84%	19
2024 Q3	$2.22M	Buy	36,815 +13,963	+61%	+$833K	0.96%	15
2024 Q2	$1.33M	Buy	22,852 +10,240	+81%	+$592K	0.69%	20
2024 Q1	$738K	Buy	12,612 +5,447	+76%	+$320K	0.37%	26
2023 Q4	$425K	Buy	+7,165	New	+$413K	0.24%	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

Claris Advisors's VGIT Position: Q2 2026 in Review

Claris Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 30% in Q2 2026, buying an estimated $1.63M and bringing the position to 118,021 shares worth $6.96M. The position accounts for 1.82% of the portfolio, ranked #17.

Claris Advisors first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Claris Advisors held 118,021 shares of Vanguard Intermediate-Term Treasury ETF worth $6.96M as of Q2 2026.
Claris Advisors bought 27,559 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.63M.
Vanguard Intermediate-Term Treasury ETF made up 1.82% of Claris Advisors's portfolio in Q2 2026, its #17 holding.
Claris Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.