Morling Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Morling Financial 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 Q3	$19.1M	Buy	337,356 +17,313	+5%	+$1.01M	5.12%	7
2026 Q2	$18.9M	Buy	320,043 +6,412	+2%	+$379K	5.24%	7
2026 Q1	$18.7M	Buy	+313,631	New	+$18.8M	5.74%	7
2025 Q2	–	Sell	-157	Closed	-$9.33K	–	124
2025 Q1	$9.33K	Buy	+157	New	+$9.18K	﹤0.01%	114

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Morling Financial Advisors's VGIT Position: Q3 2026 in Review

Morling Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.4% in Q3 2026, buying an estimated $1.01M and bringing the position to 337,356 shares worth $19.1M. The position accounts for 5.12% of the portfolio, ranked #7.

Morling Financial Advisors first reported a position in VGIT in Q1 2025 and has held it in 4 quarters since. 533 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Morling Financial Advisors held 337,356 shares of Vanguard Intermediate-Term Treasury ETF worth $19.1M as of Q3 2026.
Morling Financial Advisors bought 17,313 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.01M.
Vanguard Intermediate-Term Treasury ETF made up 5.12% of Morling Financial Advisors's portfolio in Q3 2026, its #7 holding.
Morling Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 4 quarters since.
533 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.