Meredith Wealth Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Meredith Wealth Planning’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	$27.2M	Buy	+480,186	New	+$27.9M	6.79%	5

Other funds holding VGIT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Meredith Wealth Planning's VGIT Position: Q3 2026 in Review

Meredith Wealth Planning opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2026: 480,186 shares worth $27.2M. The stake represents 6.79% of the portfolio and ranks #5 among its holdings.

176 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Meredith Wealth Planning held 480,186 shares of Vanguard Intermediate-Term Treasury ETF worth $27.2M as of Q3 2026.
Vanguard Intermediate-Term Treasury ETF was a new Meredith Wealth Planning position in Q3 2026.
Vanguard Intermediate-Term Treasury ETF made up 6.79% of Meredith Wealth Planning's portfolio in Q3 2026, its #5 holding.
176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.