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

Fonville 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 		$207K Buy
+3,507
New +$207K 0.03% 144
2024
Q4 		– Sell
-4,034
Closed -$244K – 113
2024
Q3 		$244K Buy
+4,034
New +$241K 0.08% 104

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Fonville Wealth Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 3,507 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings. This is a return to the name: Fonville Wealth Management previously reported a position in VGIT as recently as Q3 2024.

Fonville Wealth Management first reported a position in VGIT in Q3 2024 and has held it in 2 quarters since. The position peaked at $244K in Q3 2024. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Fonville Wealth Management held 3,507 shares of Vanguard Intermediate-Term Treasury ETF worth $207K as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Fonville Wealth Management position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Fonville Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Fonville Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 2 quarters since.
  • Fonville Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $244K in Q3 2024.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.