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 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	$9.79M	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Delap Wealth Advisory's VGIT Position: Q2 2026 in Review

Delap Wealth Advisory increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.2% in Q2 2026, buying an estimated $641K and bringing the position to 266,914 shares worth $15.7M. The position accounts for 5.32% of the portfolio, ranked #6.

Delap Wealth Advisory first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Delap Wealth Advisory held 266,914 shares of Vanguard Intermediate-Term Treasury ETF worth $15.7M as of Q2 2026.
Delap Wealth Advisory bought 10,845 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $641K.
Vanguard Intermediate-Term Treasury ETF made up 5.32% of Delap Wealth Advisory's portfolio in Q2 2026, its #6 holding.
Delap Wealth Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.