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

Moss Adams 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	–	Sell	-8,023	Closed	-$478K	–	322
2026 Q1	$478K	Hold	8,023	–	–	0.03%	138
2025 Q4	$481K	Hold	8,023	–	–	0.03%	138
2025 Q3	$482K	Sell	8,023 -6,700	-46%	-$400K	0.04%	132
2025 Q2	$881K	Buy	14,723 +3,537	+32%	+$209K	0.08%	89
2025 Q1	$664K	Sell	11,186 -1,151,326	-99%	-$67.3M	0.07%	90
2024 Q4	$67.4M	Buy	1,162,512 +22,316	+2%	+$1.31M	7.13%	4
2024 Q3	$68.9M	Sell	1,140,196 -33,503	-3%	-$2M	7.54%	4
2024 Q2	$68.3M	Buy	1,173,699 +42,851	+4%	+$2.48M	9.43%	3
2024 Q1	$66.2M	Buy	1,130,848 +121,047	+12%	+$7.1M	10.64%	3
2023 Q4	$59.9M	Sell	1,009,801 -27,746	-3%	-$1.6M	12.49%	3
2023 Q3	$59.3M	Buy	1,037,547 +7,530	+0.7%	+$437K	20.24%	1
2023 Q2	$60.4M	Buy	1,030,017 +22,305	+2%	+$1.33M	19.72%	1
2023 Q1	$60.4M	Buy	+1,007,712	New	+$59.7M	20.58%	1

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

Moss Adams Wealth Advisors's VGIT Position: Q2 2026 in Review

Moss Adams Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 8,023 shares — an estimated $478K sold.

Moss Adams Wealth Advisors first reported a position in VGIT in Q1 2023 and held it in 13 quarters. The position peaked at $68.9M in Q3 2024. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Moss Adams Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Moss Adams Wealth Advisors sold 8,023 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $478K.
Moss Adams Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 13 quarters.
Moss Adams Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $68.9M in Q3 2024.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.