Prism Planning Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Prism Planning Partners’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	$11.1M	Buy	195,889 +26,888	+16%	+$1.56M	10.54%	3
2026 Q2	$10M	Buy	169,001 +8,009	+5%	+$473K	10.55%	3
2026 Q1	$9.6M	Buy	160,992 +16,549	+11%	+$991K	11.34%	3
2025 Q4	$8.66M	Buy	+144,443	New	+$8.69M	9.71%	3

Other funds holding VGIT

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Prism Planning Partners's VGIT Position: Q3 2026 in Review

Prism Planning Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q3 2026, buying an estimated $1.56M and bringing the position to 195,889 shares worth $11.1M. The position accounts for 10.54% of the portfolio, ranked #3.

Prism Planning Partners first reported a position in VGIT in Q4 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Prism Planning Partners held 195,889 shares of Vanguard Intermediate-Term Treasury ETF worth $11.1M as of Q3 2026.
Prism Planning Partners bought 26,888 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.56M.
Vanguard Intermediate-Term Treasury ETF made up 10.54% of Prism Planning Partners's portfolio in Q3 2026, its #3 holding.
Prism Planning Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.