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Costello Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Costello Asset 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 		– Sell
-200
Closed -$11.9K – 724
2026
Q1 		$11.9K Hold
200
– – ﹤0.01% 458
2025
Q4 		$12K Buy
+200
New +$12K ﹤0.01% 441

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Costello Asset Management's VGIT Position: Q2 2026 in Review

Costello Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 200 shares — an estimated $11.9K sold.

Costello Asset Management first reported a position in VGIT in Q4 2025 and held it in 2 quarters. The position peaked at $12K in Q4 2025. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Costello Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Costello Asset Management sold 200 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $11.9K.
  • Costello Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Costello Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $12K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.