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 Q2	$10.2M	Buy	173,475 +7,643	+5%	+$452K	5.86%	3
2026 Q1	$9.88M	Buy	165,832 +5,529	+3%	+$331K	6.64%	2
2025 Q4	$9.61M	Sell	160,303 -1	-0%	-$60	6.55%	2
2025 Q3	$9.62M	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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CogentBlue Wealth Advisors's VGIT Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.6% in Q2 2026, buying an estimated $452K and bringing the position to 173,475 shares worth $10.2M. The position accounts for 5.86% of the portfolio, ranked #3.

CogentBlue Wealth Advisors first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

CogentBlue Wealth Advisors held 173,475 shares of Vanguard Intermediate-Term Treasury ETF worth $10.2M as of Q2 2026.
CogentBlue Wealth Advisors bought 7,643 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $452K.
Vanguard Intermediate-Term Treasury ETF made up 5.86% of CogentBlue Wealth Advisors's portfolio in Q2 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 7 quarters since.
243 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.