Outlook Wealth Advisors
VGIT icon

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

Outlook 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
Q3 		$508K Buy
8,974
+7
+0.1% +$407 0.11% 184
2026
Q2 		$529K Sell
8,967
-259
-3% -$15.3K 0.11% 173
2026
Q1 		$543K Buy
9,226
+1,245
+16% +$74.6K 0.13% 162
2025
Q4 		$478K Buy
7,981
+3,164
+66% +$190K 0.11% 170
2025
Q3 		$289K Buy
+4,817
New +$288K 0.07% 239

Other funds holding VGIT

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

Outlook Wealth Advisors's VGIT Position: Q3 2026 in Review

Outlook Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.08% in Q3 2026, buying an estimated $407 and bringing the position to 8,974 shares worth $508K. The position accounts for 0.11% of the portfolio, ranked #184.

Outlook Wealth Advisors first reported a position in VGIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $543K in Q1 2026. 742 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Outlook Wealth Advisors held 8,974 shares of Vanguard Intermediate-Term Treasury ETF worth $508K as of Q3 2026.
  • Outlook Wealth Advisors bought 7 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $407.
  • Vanguard Intermediate-Term Treasury ETF made up 0.11% of Outlook Wealth Advisors's portfolio in Q3 2026, its #184 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Outlook Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $543K in Q1 2026.
  • 742 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

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