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

CWC 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	$7.38M	Buy	125,048 +850	+0.7%	+$50.2K	3.27%	4
2026 Q1	$7.4M	Buy	124,198 +3,070	+3%	+$184K	3.52%	2
2025 Q4	$7.26M	Buy	121,128 +952	+0.8%	+$57.3K	3.5%	2
2025 Q3	$7.21M	Buy	120,176 +1,019	+0.9%	+$60.8K	3.53%	2
2025 Q2	$7.13M	Buy	119,157 +3,701	+3%	+$219K	3.68%	1
2025 Q1	$6.86M	Buy	115,456 +59,359	+106%	+$3.47M	3.9%	1
2024 Q4	$3.25M	Sell	56,097 -10,271	-15%	-$604K	3.25%	6
2024 Q3	$4.01M	Buy	+66,368	New	+$3.96M	3.96%	4

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

CWC Advisors's VGIT Position: Q2 2026 in Review

CWC Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.68% in Q2 2026, buying an estimated $50.2K and bringing the position to 125,048 shares worth $7.38M. The position accounts for 3.27% of the portfolio, ranked #4.

CWC Advisors first reported a position in VGIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.4M in Q1 2026. 558 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

CWC Advisors held 125,048 shares of Vanguard Intermediate-Term Treasury ETF worth $7.38M as of Q2 2026.
CWC Advisors bought 850 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $50.2K.
Vanguard Intermediate-Term Treasury ETF made up 3.27% of CWC Advisors's portfolio in Q2 2026, its #4 holding.
CWC Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $7.4M in Q1 2026.
558 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.