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Lauterbach Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lauterbach Financial 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 		$3.41M Buy
57,888
+9,072
+19% +$536K 1.47% 12
2026
Q1 		$2.91M Buy
48,816
+22,565
+86% +$1.35M 1.42% 14
2025
Q4 		$1.57M Buy
26,251
+2,442
+10% +$147K 0.77% 18
2025
Q3 		$1.43M Buy
23,809
+6,468
+37% +$386K 0.72% 22
2025
Q2 		$1.04M Buy
17,341
+998
+6% +$59.1K 0.57% 27
2025
Q1 		$971K Sell
16,343
-4
-0% -$234 0.6% 25
2024
Q4 		$948K Buy
16,347
+1,760
+12% +$103K 0.58% 25
2024
Q3 		$881K Buy
14,587
+2,539
+21% +$152K 0.54% 26
2024
Q2 		$725K Buy
12,048
+316
+3% +$18.3K 0.48% 25
2024
Q1 		$687K Buy
11,732
+1,307
+13% +$76.7K 0.45% 28
2023
Q4 		$618K Sell
10,425
-240
-2% -$13.8K 0.43% 27
2023
Q3 		$609K Buy
10,665
+1
+0% +$58 0.48% 26
2023
Q2 		$626K Sell
10,664
-4,268
-29% -$254K 0.48% 25
2023
Q1 		$895K Sell
14,932
-2,302
-13% -$136K 0.72% 18
2022
Q4 		$1.01M Sell
17,234
-615
-3% -$36K 0.9% 16
2022
Q3 		$1.04M Sell
17,849
-8,770
-33% -$532K 1.06% 13
2022
Q2 		$1.63M Buy
26,619
+776
+3% +$47.5K 1.55% 9
2022
Q1 		$1.63M Buy
25,843
+134
+0.5% +$8.67K 1.48% 11
2021
Q4 		$1.71M Buy
+25,709
New +$1.72M 1.51% 11

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
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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Lauterbach Financial Advisors's VGIT Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q2 2026, buying an estimated $536K and bringing the position to 57,888 shares worth $3.41M. The position accounts for 1.47% of the portfolio, ranked #12.

Lauterbach Financial Advisors first reported a position in VGIT in Q4 2021 and has held it in 19 quarters since. 479 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Lauterbach Financial Advisors held 57,888 shares of Vanguard Intermediate-Term Treasury ETF worth $3.41M as of Q2 2026.
  • Lauterbach Financial Advisors bought 9,072 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $536K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.47% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Lauterbach Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • 479 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.