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

Concurrent Investment 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 		$1.9M Sell
32,220
-784
-2% -$46.3K 0.02% 737
2026
Q1 		$1.97M Buy
33,004
+12,457
+61% +$746K 0.02% 625
2025
Q4 		$1.23M Buy
20,547
+6,277
+44% +$377K 0.01% 738
2025
Q3 		$857K Sell
14,270
-1,162
-8% -$69.4K 0.01% 704
2025
Q2 		$923K Buy
15,432
+4,949
+47% +$293K 0.02% 618
2025
Q1 		$623K Buy
10,483
+255
+2% +$14.9K 0.02% 682
2024
Q4 		$593K Buy
10,228
+40
+0.4% +$2.35K 0.02% 628
2024
Q3 		$616K Buy
10,188
+133
+1% +$7.94K 0.02% 576
2024
Q2 		$586K Sell
10,055
-2,080
-17% -$120K 0.02% 549
2024
Q1 		$710K Sell
12,135
-18,546
-60% -$1.09M 0.03% 455
2023
Q4 		$1.82M Buy
+30,681
New +$1.77M 0.09% 240

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
FG
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Concurrent Investment Advisors's VGIT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.4% in Q2 2026, selling an estimated $46.3K and leaving 32,220 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #737.

Concurrent Investment Advisors first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q1 2026. 445 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Concurrent Investment Advisors held 32,220 shares of Vanguard Intermediate-Term Treasury ETF worth $1.9M as of Q2 2026.
  • Concurrent Investment Advisors sold 784 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $46.3K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #737 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.97M in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.