Mount Yale Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mount Yale Investment 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	$2.57M	Sell	43,596 -2,164	-5%	-$128K	0.05%	360
2026 Q1	$2.72M	Buy	45,760 +38,861	+563%	+$2.33M	0.06%	311
2025 Q4	$413K	Sell	6,899 -1,285	-16%	-$77.3K	0.02%	508
2025 Q3	$491K	Buy	8,184 +8,079	+7,694%	+$482K	0.03%	420
2025 Q2	$6.28K	Buy	+105	New	+$6.21K	﹤0.01%	1200

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

Mount Yale Investment Advisors's VGIT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.7% in Q2 2026, selling an estimated $128K and leaving 43,596 shares worth $2.57M. The position accounts for 0.05% of the portfolio, ranked #360.

Mount Yale Investment Advisors first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.72M in Q1 2026. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Mount Yale Investment Advisors held 43,596 shares of Vanguard Intermediate-Term Treasury ETF worth $2.57M as of Q2 2026.
Mount Yale Investment Advisors sold 2,164 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $128K.
Vanguard Intermediate-Term Treasury ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #360 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $2.72M in Q1 2026.
982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.