Independent Advisor Alliance’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Independent Advisor Alliance’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	$4.24M	Buy	71,922 +3,483	+5%	+$206K	0.1%	150
2026 Q1	$4.08M	Buy	68,439 +7,546	+12%	+$452K	0.04%	364
2025 Q4	$3.65M	Sell	60,893 -9,287	-13%	-$558K	0.09%	183
2025 Q3	$4.21M	Buy	70,180 +13,159	+23%	+$786K	0.11%	163
2025 Q2	$3.41M	Buy	57,021 +2,395	+4%	+$142K	0.1%	181
2025 Q1	$3.24M	Sell	54,626 -923	-2%	-$54K	0.11%	171
2024 Q4	$3.22M	Buy	+55,549	New	+$3.26M	0.04%	374
2024 Q3	–	Sell	-9,951	Closed	-$579K	–	759
2024 Q2	$579K	Buy	9,951 +1,978	+25%	+$114K	0.02%	431
2024 Q1	$467K	Buy	+7,973	New	+$468K	0.02%	468

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Independent Advisor Alliance's VGIT Position: Q2 2026 in Review

Independent Advisor Alliance increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.1% in Q2 2026, buying an estimated $206K and bringing the position to 71,922 shares worth $4.24M. The position accounts for 0.1% of the portfolio, ranked #150.

Independent Advisor Alliance first reported a position in VGIT in Q1 2024 and has held it in 9 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Independent Advisor Alliance held 71,922 shares of Vanguard Intermediate-Term Treasury ETF worth $4.24M as of Q2 2026.
Independent Advisor Alliance bought 3,483 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $206K.
Vanguard Intermediate-Term Treasury ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #150 holding.
Independent Advisor Alliance first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.