Dynamic Advisor Solutions
VGIT icon

Dynamic Advisor Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Dynamic Advisor 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 		$358K Sell
6,311
-671
-10% -$39K 0.01% 773
2026
Q2 		$412K Sell
6,982
-45,598
-87% -$2.69M 0.01% 736
2026
Q1 		$3.13M Buy
52,580
+44
+0.1% +$2.64K 0.1% 222
2025
Q4 		$3.15M Buy
52,536
+4,101
+8% +$247K 0.1% 209
2025
Q3 		$2.91M Buy
48,435
+2,752
+6% +$164K 0.08% 239
2025
Q2 		$2.73M Buy
45,683
+8,293
+22% +$491K 0.08% 240
2025
Q1 		$2.22M Buy
+37,390
New +$2.19M 0.07% 266
2024
Q4 		– Sell
-38,249
Closed -$2.31M – 880
2024
Q3 		$2.31M Buy
38,249
+3,303
+9% +$197K 0.07% 269
2024
Q2 		$2.03M Buy
34,946
+7,855
+29% +$454K 0.06% 287
2024
Q1 		$1.59M Buy
27,091
+316
+1% +$18.5K 0.05% 339
2023
Q4 		$1.58M Sell
26,775
-9,469
-26% -$546K 0.06% 320
2023
Q3 		$2.07M Buy
36,244
+1,175
+3% +$68.1K 0.1% 232
2023
Q2 		$2.06M Buy
35,069
+18,344
+110% +$1.09M 0.11% 215
2023
Q1 		$1M Buy
16,725
+165
+1% +$9.8K 0.06% 317
2022
Q4 		$968K Buy
+16,560
New +$968K 0.07% 287

Other funds holding VGIT

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
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

Dynamic Advisor Solutions's VGIT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.6% in Q3 2026, selling an estimated $39K and leaving 6,311 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #773.

Dynamic Advisor Solutions first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.15M in Q4 2025. 208 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Dynamic Advisor Solutions held 6,311 shares of Vanguard Intermediate-Term Treasury ETF worth $358K as of Q3 2026.
  • Dynamic Advisor Solutions sold 671 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $39K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #773 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $3.15M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.