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

Clearstead 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	$2.47M	Buy	41,876 +41,245	+6,536%	+$2.44M	0.02%	347
2026 Q1	$37.6K	Buy	+631	New	+$37.8K	﹤0.01%	1333
2024 Q3	–	Sell	-4,554	Closed	-$265K	–	2116
2024 Q2	$265K	Hold	4,554	–	–	﹤0.01%	725
2024 Q1	$263K	Hold	4,554	–	–	0.01%	424
2023 Q4	$270K	Hold	4,554	–	–	0.01%	417
2023 Q3	$260K	Sell	4,554 -43	-0.9%	-$2.49K	0.02%	390
2023 Q2	$270K	Hold	4,597	–	–	0.02%	392
2023 Q1	$276K	Hold	4,597	–	–	0.02%	352
2022 Q4	$269K	Buy	4,597 +4,592	+91,840%	+$268K	0.02%	343
2022 Q3	$0	Buy	+5	New	+$303	﹤0.01%	1368
2021 Q3	–	Sell	-1,407	Closed	-$95K	–	1398
2021 Q2	$95K	Buy	+1,407	New	+$95.2K	0.01%	461

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

Clearstead Advisors's VGIT Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6,536% in Q2 2026, buying an estimated $2.44M and bringing the position to 41,876 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #347.

Clearstead Advisors first reported a position in VGIT in Q2 2021 and has held it in 11 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Clearstead Advisors held 41,876 shares of Vanguard Intermediate-Term Treasury ETF worth $2.47M as of Q2 2026.
Clearstead Advisors bought 41,245 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.44M.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #347 holding.
Clearstead Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.