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

Plan A 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	$6.03M	Buy	106,389 +13,418	+14%	+$779K	2.15%	10
2026 Q2	$5.48M	Buy	92,971 +10,869	+13%	+$642K	2.33%	8
2026 Q1	$4.89M	Buy	82,102 +11,713	+17%	+$702K	2.34%	9
2025 Q4	$4.22M	Buy	70,389 +2,165	+3%	+$130K	2.06%	8
2025 Q3	$4.1M	Buy	68,224 +14,012	+26%	+$837K	2.08%	8
2025 Q2	$3.24M	Buy	54,212 +31,700	+141%	+$1.88M	1.84%	10
2025 Q1	$1.34M	Buy	22,512 +17,683	+366%	+$1.03M	1.04%	26
2024 Q4	$280K	Buy	+4,829	New	+$284K	0.26%	64

Other funds holding VGIT

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFP

Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Plan A Wealth's VGIT Position: Q3 2026 in Review

Plan A Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 14% in Q3 2026, buying an estimated $779K and bringing the position to 106,389 shares worth $6.03M. The position accounts for 2.15% of the portfolio, ranked #10.

Plan A Wealth first reported a position in VGIT in Q4 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Plan A Wealth held 106,389 shares of Vanguard Intermediate-Term Treasury ETF worth $6.03M as of Q3 2026.
Plan A Wealth bought 13,418 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $779K.
Vanguard Intermediate-Term Treasury ETF made up 2.15% of Plan A Wealth's portfolio in Q3 2026, its #10 holding.
Plan A Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
58 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.