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IVC Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

IVC Wealth Advisors’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 		$538K Buy
9,117
+473
+5% +$27.9K 0.21% 88
2026
Q1 		$515K Buy
8,644
+70
+0.8% +$4.19K 0.22% 85
2025
Q4 		$514K Buy
8,574
+549
+7% +$33K 0.22% 84
2025
Q3 		$482K Buy
8,025
+2,694
+51% +$161K 0.22% 89
2025
Q2 		$319K Sell
5,331
-741
-12% -$43.9K 0.16% 119
2025
Q1 		$361K Sell
6,072
-402
-6% -$23.5K 0.19% 104
2024
Q4 		$375K Buy
6,474
+559
+9% +$32.9K 0.21% 93
2024
Q3 		$357K Sell
5,915
-659
-10% -$39.3K 0.2% 103
2024
Q2 		$383K Buy
6,574
+264
+4% +$15.3K 0.21% 101
2024
Q1 		$369K Buy
6,310
+5
+0.1% +$293 0.21% 106
2023
Q4 		$374K Buy
6,305
+29
+0.5% +$1.67K 0.23% 95
2023
Q3 		$359K Buy
6,276
+483
+8% +$28K 0.24% 99
2023
Q2 		$340K Buy
5,793
+650
+13% +$38.8K 0.22% 105
2023
Q1 		$308K Sell
5,143
-127
-2% -$7.52K 0.22% 105
2022
Q4 		$308K Sell
5,270
-739
-12% -$43.2K 0.23% 107
2022
Q3 		$350K Sell
6,009
-41
-0.7% -$2.48K 0.28% 88
2022
Q2 		$370K Sell
6,050
-654
-10% -$40K 0.29% 87
2022
Q1 		$422K Buy
+6,704
New +$434K 0.28% 90

Other funds holding VGIT

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

IVC Wealth Advisors's VGIT Position: Q2 2026 in Review

IVC Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.5% in Q2 2026, buying an estimated $27.9K and bringing the position to 9,117 shares worth $538K. The position accounts for 0.21% of the portfolio, ranked #88.

IVC Wealth Advisors first reported a position in VGIT in Q1 2022 and has held it in 18 quarters since. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • IVC Wealth Advisors held 9,117 shares of Vanguard Intermediate-Term Treasury ETF worth $538K as of Q2 2026.
  • IVC Wealth Advisors bought 473 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $27.9K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.21% of IVC Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • 188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.