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

Clear Point 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	$635K	Buy	+10,774	New	+$637K	0.56%	48
2026 Q1	–	Sell	-8,886	Closed	-$533K	–	137
2025 Q4	$533K	Buy	8,886 +889	+11%	+$53.5K	0.41%	74
2025 Q3	$480K	Buy	7,997 +627	+9%	+$37.4K	0.37%	80
2025 Q2	$441K	Buy	7,370 +113	+2%	+$6.69K	0.37%	73
2025 Q1	$431K	Sell	7,257 -1,452	-17%	-$84.9K	0.39%	72
2024 Q4	$505K	Sell	8,709 -1,875	-18%	-$110K	0.43%	68
2024 Q3	$639K	Buy	10,584 +4,300	+68%	+$257K	0.49%	54
2024 Q2	$366K	Buy	6,284 +12	+0.2%	+$694	0.3%	77
2024 Q1	$367K	Buy	6,272 +132	+2%	+$7.75K	0.3%	80
2023 Q4	$364K	Buy	+6,140	New	+$354K	0.32%	72

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

Clear Point Advisors's VGIT Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 10,774 shares worth $635K. The stake represents 0.56% of the portfolio and ranks #48 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in VGIT as recently as Q4 2025.

Clear Point Advisors first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $639K in Q3 2024. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Clear Point Advisors held 10,774 shares of Vanguard Intermediate-Term Treasury ETF worth $635K as of Q2 2026.
Vanguard Intermediate-Term Treasury ETF was a new Clear Point Advisors position in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.56% of Clear Point Advisors's portfolio in Q2 2026, its #48 holding.
Clear Point Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $639K in Q3 2024.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.