Cypress Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cypress Financial Planning’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	$38.7M	Buy	655,795 +44,190	+7%	+$2.61M	9.37%	3
2026 Q1	$36.4M	Buy	611,605 +33,524	+6%	+$2.01M	10.04%	2
2025 Q4	$34.7M	Buy	578,081 +117,850	+26%	+$7.09M	9.58%	3
2025 Q3	$27.6M	Buy	460,231 +27,729	+6%	+$1.66M	8.42%	3
2025 Q2	$25.9M	Buy	432,502 +25,193	+6%	+$1.49M	8.44%	3
2025 Q1	$24.2M	Buy	407,309 +4,356	+1%	+$255K	8.64%	3
2024 Q4	$23.4M	Buy	402,953 +15,996	+4%	+$940K	8.58%	3
2024 Q3	$23.4M	Buy	386,957 +40,366	+12%	+$2.41M	8.64%	3
2024 Q2	$20.2M	Buy	346,591 +120,514	+53%	+$6.97M	8.35%	4
2024 Q1	$13.2M	Buy	+226,077	New	+$13.3M	6.05%	6

Other funds holding VGIT

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Cypress Financial Planning's VGIT Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.2% in Q2 2026, buying an estimated $2.61M and bringing the position to 655,795 shares worth $38.7M. The position accounts for 9.37% of the portfolio, ranked #3.

Cypress Financial Planning first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Cypress Financial Planning held 655,795 shares of Vanguard Intermediate-Term Treasury ETF worth $38.7M as of Q2 2026.
Cypress Financial Planning bought 44,190 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.61M.
Vanguard Intermediate-Term Treasury ETF made up 9.37% of Cypress Financial Planning's portfolio in Q2 2026, its #3 holding.
Cypress Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.