CVA Family Office’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

CVA Family Office’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	$47.4K	Buy	804 +508	+172%	+$30K	﹤0.01%	614
2026 Q1	$17.6K	Hold	296	–	–	﹤0.01%	833
2025 Q4	$17.7K	Hold	296	–	–	﹤0.01%	711
2025 Q3	$17.8K	Hold	296	–	–	﹤0.01%	721
2025 Q2	$17.7K	Hold	296	–	–	﹤0.01%	714
2025 Q1	$17.6K	Buy	+296	New	+$17.3K	﹤0.01%	700
2024 Q3	–	Sell	-1,050	Closed	-$61.1K	–	1347
2024 Q2	$61.1K	Hold	1,050	–	–	0.01%	454
2024 Q1	$61.5K	Hold	1,050	–	–	0.01%	453
2023 Q4	$62.3K	Buy	+1,050	New	+$60.5K	0.01%	424
2023 Q3	–	Sell	-1,050	Closed	-$61.6K	–	917
2023 Q2	$61.6K	Hold	1,050	–	–	0.01%	396
2023 Q1	$63K	Buy	1,050 +533	+103%	+$31.6K	0.01%	393
2022 Q4	$30.2K	Buy	+517	New	+$30.2K	0.01%	495

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CVA Family Office's VGIT Position: Q2 2026 in Review

CVA Family Office increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 172% in Q2 2026, buying an estimated $30K and bringing the position to 804 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

CVA Family Office first reported a position in VGIT in Q4 2022 and has held it in 12 quarters since. The position peaked at $63K in Q1 2023. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

CVA Family Office held 804 shares of Vanguard Intermediate-Term Treasury ETF worth $47.4K as of Q2 2026.
CVA Family Office bought 508 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $30K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #614 holding.
CVA Family Office first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 12 quarters since.
CVA Family Office's Vanguard Intermediate-Term Treasury ETF position peaked at $63K in Q1 2023.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.