Medallion Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Medallion Wealth 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	$2K	Sell	34 -375	-92%	-$22.2K	﹤0.01%	973
2026 Q1	$24.3K	Buy	409 +3	+0.7%	+$180	0.01%	616
2025 Q4	$24.3K	Buy	406 +4	+1%	+$241	0.01%	607
2025 Q3	$24.1K	Buy	402 +4	+1%	+$239	0.01%	601
2025 Q2	$23.7K	Buy	398 +3	+0.8%	+$178	0.01%	589
2025 Q1	$23.4K	Buy	395 +3	+0.8%	+$175	0.01%	550
2024 Q4	$22.8K	Buy	+392	New	+$23K	0.01%	541

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

Medallion Wealth Advisors's VGIT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 92% in Q2 2026, selling an estimated $22.2K and leaving 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Medallion Wealth Advisors first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3K in Q4 2025. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Medallion Wealth Advisors held 34 shares of Vanguard Intermediate-Term Treasury ETF worth $2K as of Q2 2026.
Medallion Wealth Advisors sold 375 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $22.2K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #973 holding.
Medallion Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $24.3K in Q4 2025.
981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.