Discipline Wealth Solutions
VGIT icon

Discipline Wealth Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Discipline Wealth Solutions’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 		$1.47M Sell
25,941
-117
-0.4% -$6.8K 0.13% 74
2026
Q2 		$1.54M Sell
26,058
-219
-0.8% -$12.9K 0.13% 74
2026
Q1 		$1.56M Sell
26,277
-678
-3% -$40.6K 0.16% 67
2025
Q4 		$1.62M Sell
26,955
-1,223
-4% -$73.5K 0.3% 56
2025
Q3 		$1.69M Buy
+28,178
New +$1.68M 0.45% 44

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Blue Trust Inc
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Discipline Wealth Solutions's VGIT Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.45% in Q3 2026, selling an estimated $6.8K and leaving 25,941 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #74.

Discipline Wealth Solutions first reported a position in VGIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q3 2025. 196 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Discipline Wealth Solutions held 25,941 shares of Vanguard Intermediate-Term Treasury ETF worth $1.47M as of Q3 2026.
  • Discipline Wealth Solutions sold 117 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $6.8K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.13% of Discipline Wealth Solutions's portfolio in Q3 2026, its #74 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $1.69M in Q3 2025.
  • 196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.