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 Q3	$582K	Sell	10,260 -30,214	-75%	-$1.75M	0.36%	40
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Lauer Wealth's VGIT Position: Q3 2026 in Review

Lauer Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 75% in Q3 2026, selling an estimated $1.75M and leaving 10,260 shares worth $582K. The position accounts for 0.36% of the portfolio, ranked #40.

Lauer Wealth first reported a position in VGIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.31M in Q1 2026. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Lauer Wealth held 10,260 shares of Vanguard Intermediate-Term Treasury ETF worth $582K as of Q3 2026.
Lauer Wealth sold 30,214 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.75M.
Vanguard Intermediate-Term Treasury ETF made up 0.36% of Lauer Wealth's portfolio in Q3 2026, its #40 holding.
Lauer Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Lauer Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $6.31M in Q1 2026.
320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.