Family Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Family Wealth Partners’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	$19.2M	Buy	326,090 +14,955	+5%	+$884K	5.9%	3
2026 Q1	$18.5M	Buy	311,135 +39,949	+15%	+$2.39M	6.33%	3
2025 Q4	$16.3M	Buy	271,186 +14,492	+6%	+$871K	5.86%	3
2025 Q3	$15.4M	Buy	256,694 +13,008	+5%	+$777K	5.78%	3
2025 Q2	$14.6M	Buy	243,686 +6,812	+3%	+$403K	5.83%	3
2025 Q1	$14.1M	Buy	236,874 +19,467	+9%	+$1.14M	6.42%	3
2024 Q4	$12.6M	Buy	217,407 +36,974	+20%	+$2.17M	5.99%	3
2024 Q3	$10.9M	Sell	180,433 -1,144	-0.6%	-$68.3K	5.58%	3
2024 Q2	$10.6M	Buy	181,577 +24,087	+15%	+$1.39M	5.49%	3
2024 Q1	$9.22M	Buy	157,490 +62,741	+66%	+$3.68M	5.23%	3
2023 Q4	$5.62M	Buy	+94,749	New	+$5.46M	4.34%	6

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Family Wealth Partners's VGIT Position: Q2 2026 in Review

Family Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.8% in Q2 2026, buying an estimated $884K and bringing the position to 326,090 shares worth $19.2M. The position accounts for 5.9% of the portfolio, ranked #3.

Family Wealth Partners first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 495 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Family Wealth Partners held 326,090 shares of Vanguard Intermediate-Term Treasury ETF worth $19.2M as of Q2 2026.
Family Wealth Partners bought 14,955 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $884K.
Vanguard Intermediate-Term Treasury ETF made up 5.9% of Family Wealth Partners's portfolio in Q2 2026, its #3 holding.
Family Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
495 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.