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 Q3	$273K	Sell	4,813 -464	-9%	-$27K	﹤0.01%	384
2026 Q2	$311K	Buy	5,277 +46	+0.9%	+$2.72K	0.01%	370
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

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's VGIT Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.8% in Q3 2026, selling an estimated $27K and leaving 4,813 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Forvis Mazars Wealth Advisors first reported a position in VGIT in Q2 2022 and has held it in 6 quarters since. The position peaked at $792K in Q2 2022. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Forvis Mazars Wealth Advisors held 4,813 shares of Vanguard Intermediate-Term Treasury ETF worth $273K as of Q3 2026.
Forvis Mazars Wealth Advisors sold 464 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $27K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #384 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 6 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $792K in Q2 2022.
320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.