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

Pacific Capital 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 		$1.16M Buy
19,686
+7,917
+67% +$468K 0.18% 39
2026
Q1 		$701K Buy
11,769
+1,419
+14% +$85K 0.12% 46
2025
Q4 		$620K Sell
10,350
-759
-7% -$45.6K 0.11% 48
2025
Q3 		$667K Buy
11,109
+4,145
+60% +$247K 0.12% 44
2025
Q2 		$412K Sell
6,964
-8,859
-56% -$524K 0.08% 53
2025
Q1 		$940K Sell
15,823
-10,042
-39% -$587K 0.16% 42
2024
Q4 		$1.5M Hold
25,865
– – 0.25% 35
2024
Q3 		$1.56M Buy
25,865
+102
+0.4% +$6.09K 0.26% 34
2024
Q2 		$1.5M Buy
+25,763
New +$1.49M 0.27% 31
2024
Q1 		– Sell
-494
Closed -$29.3K – 537
2023
Q4 		$29.3K Buy
+494
New +$28.5K 0.01% 171

Other funds holding VGIT

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Pacific Capital Wealth Advisors's VGIT Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 67% in Q2 2026, buying an estimated $468K and bringing the position to 19,686 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #39.

Pacific Capital Wealth Advisors first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2024. 210 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Pacific Capital Wealth Advisors held 19,686 shares of Vanguard Intermediate-Term Treasury ETF worth $1.16M as of Q2 2026.
  • Pacific Capital Wealth Advisors bought 7,917 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $468K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.18% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • Pacific Capital Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.56M in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.