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

Fermata 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 Q3	$6.68M	Buy	117,926 +9,211	+8%	+$535K	1.29%	17
2026 Q2	$6.41M	Sell	108,715 -1,704	-2%	-$101K	1.3%	16
2026 Q1	$6.58M	Sell	110,419 -6,290	-5%	-$377K	1.48%	15
2025 Q4	$6.99M	Sell	116,709 -1,875	-2%	-$113K	1.68%	12
2025 Q3	$7.12M	Buy	118,584 +25,953	+28%	+$1.55M	1.81%	10
2025 Q2	$5.54M	Buy	92,631 +3,030	+3%	+$179K	1.48%	17
2025 Q1	$5.32M	Buy	89,601 +7,784	+10%	+$455K	0.96%	28
2024 Q4	$4.75M	Sell	81,817 -5,422	-6%	-$319K	0.89%	24
2024 Q3	$5.27M	Buy	87,239 +5,241	+6%	+$313K	1.07%	22
2024 Q2	$4.77M	Sell	81,998 -12,065	-13%	-$698K	1.1%	25
2024 Q1	$5.51M	Sell	94,063 -119,495	-56%	-$7.01M	1.24%	21
2023 Q4	$12.7M	Sell	213,558 -2,561	-1%	-$148K	3.02%	4
2023 Q3	$12.4M	Buy	216,119 +134,556	+165%	+$7.8M	3.48%	5
2023 Q2	$4.78M	Buy	81,563 +30,327	+59%	+$1.81M	4.33%	5
2023 Q1	$3.07M	Sell	51,236 -53,579	-51%	-$3.17M	1.86%	13
2022 Q4	$6.13M	Sell	104,815 -45,241	-30%	-$2.64M	1.82%	15
2022 Q3	$8.75M	Sell	150,056 -17,708	-11%	-$1.07M	2.85%	7
2022 Q2	$10.3M	Sell	167,764 -18,464	-10%	-$1.13M	3.58%	3
2022 Q1	$11.7M	Sell	186,228 -29,602	-14%	-$1.91M	4.39%	2
2021 Q4	$14.3M	Buy	215,830 +67,235	+45%	+$4.51M	5.25%	1
2021 Q3	$10M	Buy	148,595 +9,073	+7%	+$619K	4.43%	2
2021 Q2	$9.46M	Sell	139,522 -91,428	-40%	-$6.19M	5.5%	2
2021 Q1	$15.5M	Buy	+230,950	New	+$15.8M	13.06%	1

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Fermata Advisors's VGIT Position: Q3 2026 in Review

Fermata Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.5% in Q3 2026, buying an estimated $535K and bringing the position to 117,926 shares worth $6.68M. The position accounts for 1.29% of the portfolio, ranked #17.

Fermata Advisors first reported a position in VGIT in Q1 2021 and has held it in 23 quarters since. The position peaked at $15.5M in Q1 2021. 196 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Fermata Advisors held 117,926 shares of Vanguard Intermediate-Term Treasury ETF worth $6.68M as of Q3 2026.
Fermata Advisors bought 9,211 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $535K.
Vanguard Intermediate-Term Treasury ETF made up 1.29% of Fermata Advisors's portfolio in Q3 2026, its #17 holding.
Fermata Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 23 quarters since.
Fermata Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $15.5M in Q1 2021.
196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.