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

Olistico Wealth’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 		$3.91K Sell
69
-94
-58% -$5.46K ﹤0.01% 313
2026
Q2 		$9.6K Hold
163
– – ﹤0.01% 250
2026
Q1 		$9.7K Hold
163
– – ﹤0.01% 255
2025
Q4 		$9.8K Buy
+163
New +$9.8K ﹤0.01% 258
2025
Q3 		– Sell
-163
Closed -$9.7K – 326
2025
Q2 		$9.7K Buy
+163
New +$9.6K 0.01% 262

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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Olistico Wealth's VGIT Position: Q3 2026 in Review

Olistico Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 58% in Q3 2026, selling an estimated $5.46K and leaving 69 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Olistico Wealth first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.8K in Q4 2025. 742 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Olistico Wealth held 69 shares of Vanguard Intermediate-Term Treasury ETF worth $3.91K as of Q3 2026.
  • Olistico Wealth sold 94 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $5.46K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #313 holding.
  • Olistico Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Olistico Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $9.8K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.