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

Mascoma 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	$23.9M	Buy	404,935 +43,747	+12%	+$2.58M	4.43%	6
2026 Q1	$21.5M	Buy	+361,188	New	+$21.6M	4.45%	6
2022 Q3	–	Sell	-4,898	Closed	-$300K	–	628
2022 Q2	$300K	Buy	4,898 +3,708	+312%	+$227K	0.1%	96
2022 Q1	$75K	Buy	+1,190	New	+$77K	0.02%	217

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Mascoma Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q2 2026, buying an estimated $2.58M and bringing the position to 404,935 shares worth $23.9M. The position accounts for 4.43% of the portfolio, ranked #6.

Mascoma Wealth Management first reported a position in VGIT in Q1 2022 and has held it in 4 quarters since. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Mascoma Wealth Management held 404,935 shares of Vanguard Intermediate-Term Treasury ETF worth $23.9M as of Q2 2026.
Mascoma Wealth Management bought 43,747 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.58M.
Vanguard Intermediate-Term Treasury ETF made up 4.43% of Mascoma Wealth Management's portfolio in Q2 2026, its #6 holding.
Mascoma Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 4 quarters since.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.