Cypress Financial Planning
VGIT icon

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
Q3 		$25M Sell
441,394
-214,401
-33% -$12.5M 6.7% 5
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Cypress Financial Planning's VGIT Position: Q3 2026 in Review

Cypress Financial Planning reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 33% in Q3 2026, selling an estimated $12.5M and leaving 441,394 shares worth $25M. The position accounts for 6.7% of the portfolio, ranked #5.

Cypress Financial Planning first reported a position in VGIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $38.7M in Q2 2026. 352 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Cypress Financial Planning held 441,394 shares of Vanguard Intermediate-Term Treasury ETF worth $25M as of Q3 2026.
  • Cypress Financial Planning sold 214,401 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $12.5M.
  • Vanguard Intermediate-Term Treasury ETF made up 6.7% of Cypress Financial Planning's portfolio in Q3 2026, its #5 holding.
  • Cypress Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
  • Cypress Financial Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $38.7M in Q2 2026.
  • 352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.