CX Institutional’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

CX Institutional’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	$245K	Buy	4,154 +39	+0.9%	+$2.3K	0.01%	696
2026 Q1	$245K	Sell	4,115 -435	-10%	-$26.1K	0.01%	667
2025 Q4	$273K	Buy	4,550 +154	+4%	+$9.26K	0.01%	609
2025 Q3	$264K	Hold	4,396	–	–	0.01%	610
2025 Q2	$263K	Hold	4,396	–	–	0.01%	545
2025 Q1	$261K	Buy	+4,396	New	+$257K	0.01%	514

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

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

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CX Institutional's VGIT Position: Q2 2026 in Review

CX Institutional increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.95% in Q2 2026, buying an estimated $2.3K and bringing the position to 4,154 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #696.

CX Institutional first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 272 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

CX Institutional held 4,154 shares of Vanguard Intermediate-Term Treasury ETF worth $245K as of Q2 2026.
CX Institutional bought 39 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.3K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #696 holding.
CX Institutional first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
CX Institutional's Vanguard Intermediate-Term Treasury ETF position peaked at $273K in Q4 2025.
272 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.