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

Gilpin 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
Q3 		$28.3K Hold
500
– – 0.02% 258
2026
Q2 		$29.5K Hold
500
– – 0.02% 237
2026
Q1 		$29.8K Hold
500
– – 0.02% 224
2025
Q4 		$30K Buy
+500
New +$30.1K 0.02% 213

Other funds holding VGIT

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Gilpin Wealth Management's VGIT Position: Q3 2026 in Review

Gilpin Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2026 at 500 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #258.

Gilpin Wealth Management first reported a position in VGIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $30K in Q4 2025. 58 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Gilpin Wealth Management held 500 shares of Vanguard Intermediate-Term Treasury ETF worth $28.3K as of Q3 2026.
  • Gilpin Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #258 holding.
  • Gilpin Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $30K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.