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McAdam LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

McAdam LLC’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 		$879K Buy
14,910
+2,389
+19% +$141K 0.03% 185
2026
Q1 		$746K Sell
12,521
-889
-7% -$53.3K 0.03% 193
2025
Q4 		$804K Buy
13,410
+2,793
+26% +$168K 0.04% 176
2025
Q3 		$637K Buy
10,617
+1,442
+16% +$86.1K 0.03% 185
2025
Q2 		$549K Sell
9,175
-534
-6% -$31.6K 0.03% 202
2025
Q1 		$577K Sell
9,709
-1,918
-16% -$112K 0.04% 176
2024
Q4 		$674K Buy
11,627
+836
+8% +$49.1K 0.04% 167
2024
Q3 		$652K Sell
10,791
-489
-4% -$29.2K 0.04% 167
2024
Q2 		$657K Buy
11,280
+486
+5% +$28.1K 0.04% 148
2024
Q1 		$632K Buy
10,794
+148
+1% +$8.68K 0.04% 152
2023
Q4 		$632K Sell
10,646
-4,531
-30% -$261K 0.05% 138
2023
Q3 		$867K Buy
15,177
+5,315
+54% +$308K 0.07% 118
2023
Q2 		$579K Sell
9,862
-75
-0.8% -$4.47K 0.05% 143
2023
Q1 		$596K Buy
+9,937
New +$589K 0.05% 138
2022
Q4 		– Sell
-6,266
Closed -$365K – 230
2022
Q3 		$365K Sell
6,266
-682
-10% -$41.3K 0.04% 151
2022
Q2 		$425K Buy
6,948
+269
+4% +$16.5K 0.04% 146
2022
Q1 		$420K Buy
+6,679
New +$432K 0.04% 126

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

McAdam LLC's VGIT Position: Q2 2026 in Review

McAdam LLC increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q2 2026, buying an estimated $141K and bringing the position to 14,910 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #185.

McAdam LLC first reported a position in VGIT in Q1 2022 and has held it in 17 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • McAdam LLC held 14,910 shares of Vanguard Intermediate-Term Treasury ETF worth $879K as of Q2 2026.
  • McAdam LLC bought 2,389 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #185 holding.
  • McAdam LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 17 quarters since.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.