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

Marion 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
Q2 		$12M Buy
203,139
+28,025
+16% +$1.66M 2.44% 9
2026
Q1 		$10.4M Buy
175,114
+69,444
+66% +$4.16M 2.31% 10
2025
Q4 		$6.32M Buy
105,670
+5,048
+5% +$304K 1.4% 21
2025
Q3 		$6.04M Buy
100,622
+1,637
+2% +$97.7K 1.43% 19
2025
Q2 		$5.92M Buy
98,985
+1,382
+1% +$81.8K 1.48% 19
2025
Q1 		$5.8M Buy
97,603
+8,212
+9% +$480K 1.55% 18
2024
Q4 		$5.18M Buy
89,391
+3,583
+4% +$211K 1.37% 21
2024
Q3 		$5.18M Buy
85,808
+4,077
+5% +$243K 1.38% 21
2024
Q2 		$4.76M Buy
81,731
+2,508
+3% +$145K 1.4% 21
2024
Q1 		$4.64M Buy
79,223
+1,620
+2% +$95K 1.38% 22
2023
Q4 		$4.6M Buy
+77,603
New +$4.47M 1.47% 22

Other funds holding VGIT

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
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
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Marion Wealth Management's VGIT Position: Q2 2026 in Review

Marion Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q2 2026, buying an estimated $1.66M and bringing the position to 203,139 shares worth $12M. The position accounts for 2.44% of the portfolio, ranked #9.

Marion Wealth Management first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 178 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Marion Wealth Management held 203,139 shares of Vanguard Intermediate-Term Treasury ETF worth $12M as of Q2 2026.
  • Marion Wealth Management bought 28,025 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.66M.
  • Vanguard Intermediate-Term Treasury ETF made up 2.44% of Marion Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Marion Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.