Connecticut Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Connecticut Wealth Management’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	$280K	Sell	4,752 -478	-9%	-$28.2K	0.01%	301
2026 Q1	$311K	Hold	5,230	–	–	0.01%	276
2025 Q4	$313K	Sell	5,230 -4,637	-47%	-$279K	0.01%	263
2025 Q3	$592K	Sell	9,867 -2,891	-23%	-$173K	0.03%	216
2025 Q2	$763K	Sell	12,758 -6,136	-32%	-$363K	0.04%	175
2025 Q1	$1.12M	Buy	+18,894	New	+$1.11M	0.06%	139
2024 Q4	–	Sell	-71,068	Closed	-$4.29M	–	314
2024 Q3	$4.29M	Sell	71,068 -12,723	-15%	-$759K	0.21%	66
2024 Q2	$4.88M	Sell	83,791 -6,899	-8%	-$399K	0.25%	63
2024 Q1	$5.31M	Sell	90,690 -6,752	-7%	-$396K	0.28%	57
2023 Q4	$5.78M	Buy	97,442 +54,895	+129%	+$3.16M	0.33%	48
2023 Q3	$2.43M	Buy	42,547 +4,905	+13%	+$284K	0.17%	71
2023 Q2	$2.21M	Sell	37,642 -827	-2%	-$49.3K	0.15%	65
2023 Q1	$2.31M	Buy	+38,469	New	+$2.28M	0.17%	62

Other funds holding VGIT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Connecticut Wealth Management's VGIT Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.1% in Q2 2026, selling an estimated $28.2K and leaving 4,752 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #301.

Connecticut Wealth Management first reported a position in VGIT in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.78M in Q4 2023. 520 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Connecticut Wealth Management held 4,752 shares of Vanguard Intermediate-Term Treasury ETF worth $280K as of Q2 2026.
Connecticut Wealth Management sold 478 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #301 holding.
Connecticut Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $5.78M in Q4 2023.
520 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.