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

CogentBlue 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 Q3	$10.3M	Buy	182,264 +8,789	+5%	+$510K	9.6%	3
2026 Q2	$10.2M	Buy	173,475 +7,643	+5%	+$452K	5.86%	3
2026 Q1	$9.9M	Buy	165,832 +5,529	+3%	+$331K	6.64%	2
2025 Q4	$9.6M	Sell	160,303 -1	-0%	-$60	6.55%	2
2025 Q3	$9.6M	Buy	160,304 +9,183	+6%	+$548K	6.56%	2
2025 Q2	$9.04M	Buy	151,121 +22,837	+18%	+$1.35M	6.92%	2
2025 Q1	$7.62M	Buy	128,284 +1,541	+1%	+$90.1K	6.69%	2
2024 Q4	$7.35M	Buy	+126,743	New	+$7.45M	6.47%	4

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CogentBlue Wealth Advisors's VGIT Position: Q3 2026 in Review

CogentBlue Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.1% in Q3 2026, buying an estimated $510K and bringing the position to 182,264 shares worth $10.3M. The position accounts for 9.6% of the portfolio, ranked #3.

CogentBlue Wealth Advisors first reported a position in VGIT in Q4 2024 and has held it in 8 quarters since. 742 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

CogentBlue Wealth Advisors held 182,264 shares of Vanguard Intermediate-Term Treasury ETF worth $10.3M as of Q3 2026.
CogentBlue Wealth Advisors bought 8,789 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $510K.
Vanguard Intermediate-Term Treasury ETF made up 9.6% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #3 holding.
CogentBlue Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
742 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.