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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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
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
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Fermata Advisors's VGIT Position: Q2 2026 in Review

Fermata Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.5% in Q2 2026, selling an estimated $101K and leaving 108,715 shares worth $6.41M. The position accounts for 1.3% of the portfolio, ranked #16.

Fermata Advisors first reported a position in VGIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.5M in Q1 2021. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Fermata Advisors held 108,715 shares of Vanguard Intermediate-Term Treasury ETF worth $6.41M as of Q2 2026.
  • Fermata Advisors sold 1,704 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $101K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.3% of Fermata Advisors's portfolio in Q2 2026, its #16 holding.
  • Fermata Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
  • Fermata Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $15.5M in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.