Global Assets Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Global Assets Advisory’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	-5,290	Closed	-$311K	–	336
2026 Q2	$311K	Hold	5,290	–	–	0.07%	257
2026 Q1	$315K	Hold	5,290	–	–	0.09%	167
2025 Q4	$317K	Hold	5,290	–	–	0.09%	210
2025 Q3	$318K	Hold	5,290	–	–	0.09%	201
2025 Q2	$315K	Sell	5,290 -10,580	-67%	-$626K	0.12%	155
2025 Q1	$940K	Buy	15,870 +10,580	+200%	+$619K	0.18%	115
2024 Q4	$307K	Buy	+5,290	New	+$311K	0.17%	119
2024 Q2	–	Sell	-274	Closed	-$15.9K	–	495
2024 Q1	$15.9K	Buy	+274	New	+$16.1K	0.01%	465

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Global Assets Advisory's VGIT Position: Q3 2026 in Review

Global Assets Advisory sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2026, closing a stake of 5,290 shares — an estimated $311K sold.

Global Assets Advisory first reported a position in VGIT in Q1 2024 and held it in 8 quarters. The position peaked at $940K in Q1 2025. 613 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Global Assets Advisory reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Global Assets Advisory sold 5,290 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $311K.
Global Assets Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and held it in 8 quarters.
Global Assets Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $940K in Q1 2025.
613 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.