EverSource Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

EverSource Wealth Advisors’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	$14.6M	Sell	247,096 -18,829	-7%	-$1.11M	0.49%	48
2026 Q1	$15.8M	Buy	265,925 +37,835	+17%	+$2.27M	0.48%	46
2025 Q4	$13.7M	Buy	228,090 +22,875	+11%	+$1.38M	0.5%	49
2025 Q3	$12.3M	Buy	205,215 +29,766	+17%	+$1.78M	0.49%	48
2025 Q2	$10.5M	Buy	175,449 +602	+0.3%	+$35.6K	0.47%	48
2025 Q1	$10.4M	Sell	174,847 -612	-0.3%	-$35.8K	0.57%	42
2024 Q4	$10.2M	Buy	175,459 +35,141	+25%	+$2.07M	0.57%	38
2024 Q3	$8.48M	Buy	140,318 +20,267	+17%	+$1.21M	0.54%	48
2024 Q2	$7.13M	Buy	120,051 +15,212	+15%	+$879K	0.47%	52
2024 Q1	$6M	Buy	104,839 +14,559	+16%	+$854K	0.47%	52
2023 Q4	$5.36M	Buy	90,280 +6,892	+8%	+$397K	0.49%	51
2023 Q3	$4.77M	Buy	83,388 +18,502	+29%	+$1.07M	0.51%	50
2023 Q2	$3.81M	Sell	64,886 -739	-1%	-$44.1K	0.42%	65
2023 Q1	$3.93M	Buy	65,625 +317	+0.5%	+$18.8K	0.49%	52
2022 Q4	$3.82M	Sell	65,308 -17,653	-21%	-$1.03M	0.58%	37
2022 Q3	$4.84M	Buy	82,961 +6,752	+9%	+$409K	1.11%	16
2022 Q2	$4.66M	Buy	76,209 +1,411	+2%	+$86.4K	1.2%	13
2022 Q1	$4.71M	Sell	74,798 -30,310	-29%	-$1.96M	1.19%	17
2021 Q4	$6.99M	Buy	+105,108	New	+$7.04M	1.96%	9

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

EverSource Wealth Advisors's VGIT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.1% in Q2 2026, selling an estimated $1.11M and leaving 247,096 shares worth $14.6M. The position accounts for 0.49% of the portfolio, ranked #48.

EverSource Wealth Advisors first reported a position in VGIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.8M in Q1 2026. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

EverSource Wealth Advisors held 247,096 shares of Vanguard Intermediate-Term Treasury ETF worth $14.6M as of Q2 2026.
EverSource Wealth Advisors sold 18,829 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.11M.
Vanguard Intermediate-Term Treasury ETF made up 0.49% of EverSource Wealth Advisors's portfolio in Q2 2026, its #48 holding.
EverSource Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $15.8M in Q1 2026.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.