IVC Wealth Advisors
VGIT icon

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
Q3 		$511K Sell
9,019
-98
-1% -$5.69K 0.21% 88
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

IVC Wealth Advisors's VGIT Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q3 2026, selling an estimated $5.69K and leaving 9,019 shares worth $511K. 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 19 quarters since. The position peaked at $538K in Q2 2026. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • IVC Wealth Advisors held 9,019 shares of Vanguard Intermediate-Term Treasury ETF worth $511K as of Q3 2026.
  • IVC Wealth Advisors sold 98 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $5.69K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.21% of IVC Wealth Advisors's portfolio in Q3 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 19 quarters since.
  • IVC Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $538K in Q2 2026.
  • 320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.