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

LeConte Wealth Management’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	$699K	Sell	12,332 -5,124	-29%	-$298K	0.37%	49
2026 Q2	$1.03M	Sell	17,456 -69	-0.4%	-$4.08K	0.56%	38
2026 Q1	$1.04M	Buy	17,525 +525	+3%	+$31.5K	0.67%	31
2025 Q4	$1.02M	Sell	17,000 -3,064	-15%	-$184K	0.67%	26
2025 Q3	$1.2M	Sell	20,064 -11,062	-36%	-$660K	0.8%	22
2025 Q2	$1.86M	Sell	31,126 -4,512	-13%	-$267K	1.26%	15
2025 Q1	$2.12M	Buy	+35,638	New	+$2.08M	1.35%	12

Other funds holding VGIT

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

LeConte Wealth Management's VGIT Position: Q3 2026 in Review

LeConte Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 29% in Q3 2026, selling an estimated $298K and leaving 12,332 shares worth $699K. The position accounts for 0.37% of the portfolio, ranked #49.

LeConte Wealth Management first reported a position in VGIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.12M in Q1 2025. 364 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

LeConte Wealth Management held 12,332 shares of Vanguard Intermediate-Term Treasury ETF worth $699K as of Q3 2026.
LeConte Wealth Management sold 5,124 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $298K.
Vanguard Intermediate-Term Treasury ETF made up 0.37% of LeConte Wealth Management's portfolio in Q3 2026, its #49 holding.
LeConte Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
LeConte Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.12M in Q1 2025.
364 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.