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

Gleason 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 Q2	$21.6M	Sell	366,110 -46,073	-11%	-$2.72M	1.88%	11
2026 Q1	$24.5M	Buy	412,183 +2,507	+0.6%	+$150K	2.43%	10
2025 Q4	$24.6M	Sell	409,676 -209	-0.1%	-$12.6K	2.41%	10
2025 Q3	$24.6M	Buy	409,885 +3,987	+1%	+$238K	2.47%	10
2025 Q2	$24.3M	Buy	+405,898	New	+$24M	2.63%	10

Other funds holding VGIT

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return