Delap Wealth Advisory
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Delap Wealth Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Delap Wealth Advisory’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 		$13.1M Sell
231,497
-35,417
-13% -$2.06M 4.51% 9
2026
Q2 		$15.7M Buy
266,914
+10,845
+4% +$641K 5.32% 6
2026
Q1 		$15.2M Buy
256,069
+24,853
+11% +$1.49M 5.74% 4
2025
Q4 		$13.9M Buy
231,216
+28,252
+14% +$1.7M 5.35% 5
2025
Q3 		$12.2M Buy
202,964
+21,278
+12% +$1.27M 5.13% 6
2025
Q2 		$10.9M Buy
181,686
+16,841
+10% +$997K 5.22% 6
2025
Q1 		$9.8M Buy
164,845
+16,630
+11% +$973K 5.46% 7
2024
Q4 		$8.6M Buy
148,215
+23,517
+19% +$1.38M 5.14% 5
2024
Q3 		$7.53M Buy
124,698
+17,556
+16% +$1.05M 4.76% 6
2024
Q2 		$6.24M Buy
107,142
+7,918
+8% +$458K 2.87% 9
2024
Q1 		$5.81M Sell
99,224
-38,501
-28% -$2.26M 2.35% 10
2023
Q4 		$8.17M Buy
137,725
+61,898
+82% +$3.57M 3.7% 7
2023
Q3 		$4.33M Sell
75,827
-5,877
-7% -$341K 4.19% 9
2023
Q2 		$4.79M Buy
81,704
+2,773
+4% +$165K 4.7% 8
2023
Q1 		$4.73M Sell
78,931
-757
-0.9% -$44.8K 4.85% 7
2022
Q4 		$4.66M Buy
+79,688
New +$4.66M 4.87% 7

Other funds holding VGIT

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
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

Delap Wealth Advisory's VGIT Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q3 2026, selling an estimated $2.06M and leaving 231,497 shares worth $13.1M. The position accounts for 4.51% of the portfolio, ranked #9.

Delap Wealth Advisory first reported a position in VGIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.7M in Q2 2026. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Delap Wealth Advisory held 231,497 shares of Vanguard Intermediate-Term Treasury ETF worth $13.1M as of Q3 2026.
  • Delap Wealth Advisory sold 35,417 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $2.06M.
  • Vanguard Intermediate-Term Treasury ETF made up 4.51% of Delap Wealth Advisory's portfolio in Q3 2026, its #9 holding.
  • Delap Wealth Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $15.7M in Q2 2026.
  • 465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.