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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Independent Advisor Alliance's VGIT Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q1 2026, buying an estimated $452K and bringing the position to 68,439 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #364.

Independent Advisor Alliance first reported a position in VGIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.21M in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Independent Advisor Alliance held 68,439 shares of Vanguard Intermediate-Term Treasury ETF worth $4.08M as of Q1 2026.
Independent Advisor Alliance bought 7,546 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $452K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #364 holding.
Independent Advisor Alliance first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
Independent Advisor Alliance's Vanguard Intermediate-Term Treasury ETF position peaked at $4.21M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.