GVAG
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Great Valley Advisor Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Great Valley Advisor 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 		$1.08M Sell
18,378
-41
-0.2% -$2.42K 0.02% 530
2026
Q1 		$1.1M Buy
18,419
+5,700
+45% +$341K 0.02% 499
2025
Q4 		$762K Buy
12,719
+63
+0.5% +$3.79K 0.01% 532
2025
Q3 		$759K Sell
12,656
-54
-0.4% -$3.22K 0.02% 533
2025
Q2 		$760K Sell
12,710
-1,147
-8% -$67.9K 0.02% 505
2025
Q1 		$823K Sell
13,857
-8,352
-38% -$489K 0.02% 487
2024
Q4 		$1.29M Buy
22,209
+1,045
+5% +$61.4K 0.03% 390
2024
Q3 		$1.28M Sell
21,164
-783
-4% -$46.7K 0.03% 388
2024
Q2 		$1.28M Buy
21,947
+1,366
+7% +$79K 0.04% 345
2024
Q1 		$1.21M Buy
20,581
+1,844
+10% +$108K 0.04% 342
2023
Q4 		$1.11M Buy
18,737
+1,917
+11% +$110K 0.04% 324
2023
Q3 		$961K Buy
16,820
+9,659
+135% +$560K 0.04% 320
2023
Q2 		$420K Buy
7,161
+1,007
+16% +$60K 0.02% 479
2023
Q1 		$369K Sell
6,154
-67,389
-92% -$3.99M 0.02% 487
2022
Q4 		$4.3M Buy
73,543
+68,036
+1,235% +$3.98M 0.22% 111
2022
Q3 		$321K Hold
5,507
– – 0.02% 516
2022
Q2 		$337K Buy
+5,507
New +$337K 0.02% 524

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Great Valley Advisor Group's VGIT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.22% in Q2 2026, selling an estimated $2.42K and leaving 18,378 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #530.

Great Valley Advisor Group first reported a position in VGIT in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.3M in Q4 2022. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Great Valley Advisor Group held 18,378 shares of Vanguard Intermediate-Term Treasury ETF worth $1.08M as of Q2 2026.
  • Great Valley Advisor Group sold 41 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.42K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #530 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Vanguard Intermediate-Term Treasury ETF position peaked at $4.3M in Q4 2022.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.