Core Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Core Wealth Partners’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	$387K	Buy	6,561 +26	+0.4%	+$1.54K	0.16%	115
2026 Q1	$389K	Sell	6,535 -5,749	-47%	-$344K	0.18%	107
2025 Q4	$736K	Sell	12,284 -1,718	-12%	-$103K	0.33%	65
2025 Q3	$841K	Buy	14,002 +25	+0.2%	+$1.49K	0.39%	60
2025 Q2	$836K	Sell	13,977 -1,501	-10%	-$88.8K	0.42%	58
2025 Q1	$919K	Buy	15,478 +9,637	+165%	+$564K	0.53%	49
2024 Q4	$339K	Buy	5,841 +33	+0.6%	+$1.94K	0.19%	110
2024 Q3	$351K	Buy	5,808 +24	+0.4%	+$1.43K	0.21%	102
2024 Q2	$337K	Buy	5,784 +1,753	+43%	+$101K	0.23%	89
2024 Q1	$236K	Sell	4,031 -269	-6%	-$15.8K	0.18%	115
2023 Q4	$255K	Sell	4,300 -2,853	-40%	-$164K	0.21%	89
2023 Q3	$409K	Sell	7,153 -16,384	-70%	-$950K	0.37%	60
2023 Q2	$1.38M	Buy	+23,537	New	+$1.4M	1.28%	18

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

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

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

Core Wealth Partners's VGIT Position: Q2 2026 in Review

Core Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.4% in Q2 2026, buying an estimated $1.54K and bringing the position to 6,561 shares worth $387K. The position accounts for 0.16% of the portfolio, ranked #115.

Core Wealth Partners first reported a position in VGIT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q2 2023. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Core Wealth Partners held 6,561 shares of Vanguard Intermediate-Term Treasury ETF worth $387K as of Q2 2026.
Core Wealth Partners bought 26 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.54K.
Vanguard Intermediate-Term Treasury ETF made up 0.16% of Core Wealth Partners's portfolio in Q2 2026, its #115 holding.
Core Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Core Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $1.38M in Q2 2023.
342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.