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

Evermay 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	$5.52M	Buy	93,651 +76,435	+444%	+$4.52M	0.57%	23
2026 Q1	$1.03M	Buy	17,216 +11,027	+178%	+$661K	0.11%	79
2025 Q4	$371K	Buy	6,189 +6,088	+6,028%	+$366K	0.04%	142
2025 Q3	$6.06K	Buy	+101	New	+$6.03K	﹤0.01%	468

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

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

Evermay Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 444% in Q2 2026, buying an estimated $4.52M and bringing the position to 93,651 shares worth $5.52M. The position accounts for 0.57% of the portfolio, ranked #23.

Evermay Wealth Management first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. 381 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Evermay Wealth Management held 93,651 shares of Vanguard Intermediate-Term Treasury ETF worth $5.52M as of Q2 2026.
Evermay Wealth Management bought 76,435 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.52M.
Vanguard Intermediate-Term Treasury ETF made up 0.57% of Evermay Wealth Management's portfolio in Q2 2026, its #23 holding.
Evermay Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
381 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.