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

Lauer Wealth’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	$2.37M	Sell	40,474 -65,531	-62%	-$3.87M	1.42%	18
2026 Q1	$6.31M	Buy	106,005 +4,634	+5%	+$278K	5.02%	8
2025 Q4	$6.08M	Sell	101,371 -2,602	-3%	-$156K	4.51%	8
2025 Q3	$6.27M	Buy	103,973 +1,335	+1%	+$79.7K	4.48%	8
2025 Q2	$6.12M	Buy	102,638 +860	+0.8%	+$50.9K	5.05%	8
2025 Q1	$6.09M	Buy	+101,778	New	+$5.95M	4.69%	9

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Lauer Wealth's VGIT Position: Q2 2026 in Review

Lauer Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 62% in Q2 2026, selling an estimated $3.87M and leaving 40,474 shares worth $2.37M. The position accounts for 1.42% of the portfolio, ranked #18.

Lauer Wealth first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.31M in Q1 2026. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Lauer Wealth held 40,474 shares of Vanguard Intermediate-Term Treasury ETF worth $2.37M as of Q2 2026.
Lauer Wealth sold 65,531 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.87M.
Vanguard Intermediate-Term Treasury ETF made up 1.42% of Lauer Wealth's portfolio in Q2 2026, its #18 holding.
Lauer Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Lauer Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $6.31M in Q1 2026.
342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.