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

Physician 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	$160K	Sell	2,817 -2,876	-51%	-$167K	0.02%	252
2026 Q2	$336K	Buy	+5,693	New	+$336K	0.04%	149
2026 Q1	–	Sell	-12	Closed	-$720	–	2240
2025 Q4	$720	Buy	+12	New	+$722	﹤0.01%	1734
2025 Q1	–	Sell	-3,000	Closed	-$174K	–	1527
2024 Q4	$174K	Buy	+3,000	New	+$176K	0.03%	195

Other funds holding VGIT

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 51% in Q3 2026, selling an estimated $167K and leaving 2,817 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #252.

Physician Wealth Advisors first reported a position in VGIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $336K in Q2 2026. 716 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Physician Wealth Advisors held 2,817 shares of Vanguard Intermediate-Term Treasury ETF worth $160K as of Q3 2026.
Physician Wealth Advisors sold 2,876 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $167K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #252 holding.
Physician Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
Physician Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $336K in Q2 2026.
716 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.