Forvis Mazars Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Forvis Mazars Wealth 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 Q1	$311K	Buy	5,231 +541	+12%	+$32.4K	0.01%	351
2025 Q4	$281K	Buy	+4,690	New	+$282K	0.01%	363
2022 Q4	–	Sell	-10,045	Closed	-$586K	–	403
2022 Q3	$586K	Sell	10,045 -2,903	-22%	-$176K	0.02%	243
2022 Q2	$792K	Buy	+12,948	New	+$793K	0.03%	211

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VGIT Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q1 2026, buying an estimated $32.4K and bringing the position to 5,231 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #351.

Forvis Mazars Wealth Advisors first reported a position in VGIT in Q2 2022 and has held it in 4 quarters since. The position peaked at $792K in Q2 2022. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Forvis Mazars Wealth Advisors held 5,231 shares of Vanguard Intermediate-Term Treasury ETF worth $311K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 541 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $32.4K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #351 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 4 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $792K in Q2 2022.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.