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Fortitude Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Fortitude Advisory Group’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 		– Sell
-5,939
Closed -$350K – 254
2026
Q2 		$350K Buy
5,939
+1,604
+37% +$94.8K 0.13% 143
2026
Q1 		$258K Buy
+4,335
New +$260K 0.12% 170

Other funds holding VGIT

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Fortitude Advisory Group's VGIT Position: Q3 2026 in Review

Fortitude Advisory Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2026, closing a stake of 5,939 shares — an estimated $350K sold.

Fortitude Advisory Group first reported a position in VGIT in Q1 2026 and held it in 2 quarters. The position peaked at $350K in Q2 2026. 648 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Fortitude Advisory Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Fortitude Advisory Group sold 5,939 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $350K.
  • Fortitude Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and held it in 2 quarters.
  • Fortitude Advisory Group's Vanguard Intermediate-Term Treasury ETF position peaked at $350K in Q2 2026.
  • 648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.