Diversify Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Diversify Wealth Management’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	$27.8M	Buy	476,333 +61,417	+15%	+$3.63M	0.46%	38
2026 Q1	$24.6M	Buy	414,916 +384,079	+1,246%	+$23M	0.44%	41
2025 Q4	$1.85M	Sell	30,837 -5,542	-15%	-$333K	0.09%	220
2025 Q3	$2.18M	Sell	36,379 -8,844	-20%	-$528K	0.13%	170
2025 Q2	$2.7M	Sell	45,223 -11,691	-21%	-$692K	0.17%	153
2025 Q1	$3.41M	Sell	56,914 -13,686	-19%	-$801K	0.25%	117
2024 Q4	$4.06M	Sell	70,600 -210	-0.3%	-$12.3K	0.32%	84
2024 Q3	$4.18M	Sell	70,810 -1,487	-2%	-$88.7K	0.4%	65
2024 Q2	$4.35M	Buy	+72,297	New	+$4.18M	0.54%	43

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

Diversify Wealth Management's VGIT Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 15% in Q2 2026, buying an estimated $3.63M and bringing the position to 476,333 shares worth $27.8M. The position accounts for 0.46% of the portfolio, ranked #38.

Diversify Wealth Management first reported a position in VGIT in Q2 2024 and has held it in 9 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Diversify Wealth Management held 476,333 shares of Vanguard Intermediate-Term Treasury ETF worth $27.8M as of Q2 2026.
Diversify Wealth Management bought 61,417 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.63M.
Vanguard Intermediate-Term Treasury ETF made up 0.46% of Diversify Wealth Management's portfolio in Q2 2026, its #38 holding.
Diversify Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.