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Diversified Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Diversified Trust’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 		– Sell
-3,444
Closed -$205K – 1206
2026
Q1 		$205K Sell
3,444
-336
-9% -$20.1K ﹤0.01% 972
2025
Q4 		$227K Buy
+3,780
New +$227K ﹤0.01% 928

Other funds holding VGIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
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
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
BC
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

Diversified Trust's VGIT Position: Q2 2026 in Review

Diversified Trust sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 3,444 shares — an estimated $205K sold.

Diversified Trust first reported a position in VGIT in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 290 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Diversified Trust reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 3,444 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $205K.
  • Diversified Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Diversified Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $227K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.