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

Modera 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	$374K	Sell	6,336 -442	-7%	-$26.1K	﹤0.01%	506
2026 Q1	$404K	Buy	6,778 +957	+16%	+$57.3K	﹤0.01%	472
2025 Q4	$349K	Buy	5,821 +309	+6%	+$18.6K	﹤0.01%	520
2025 Q3	$331K	Buy	+5,512	New	+$329K	﹤0.01%	521
2022 Q1	–	Sell	-3,279	Closed	-$218K	–	587
2021 Q4	$218K	Hold	3,279	–	–	0.01%	539
2021 Q3	$221K	Hold	3,279	–	–	0.01%	247
2021 Q2	$222K	Hold	3,279	–	–	0.01%	224
2021 Q1	$220K	Hold	3,279	–	–	0.01%	208
2020 Q4	$228K	Hold	3,279	–	–	0.02%	211
2020 Q3	$231K	Buy	+3,279	New	+$231K	0.03%	139

Other funds holding VGIT

SCM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Modera Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.5% in Q2 2026, selling an estimated $26.1K and leaving 6,336 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Modera Wealth Management first reported a position in VGIT in Q3 2020 and has held it in 10 quarters since. The position peaked at $404K in Q1 2026. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Modera Wealth Management held 6,336 shares of Vanguard Intermediate-Term Treasury ETF worth $374K as of Q2 2026.
Modera Wealth Management sold 442 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $26.1K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #506 holding.
Modera Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 10 quarters since.
Modera Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $404K in Q1 2026.
669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.