SageView Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SageView Advisory Group’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	$6.57M	Buy	111,330 +97,694	+716%	+$5.77M	0.22%	60
2026 Q1	$812K	Buy	13,636 +10,275	+306%	+$616K	0.03%	261
2025 Q4	$201K	Buy	+3,361	New	+$202K	0.01%	600
2025 Q2	–	Sell	-5,739	Closed	-$341K	–	642
2025 Q1	$341K	Buy	5,739 +561	+11%	+$32.8K	0.01%	436
2024 Q4	$300K	Buy	5,178 +519	+11%	+$30.5K	0.01%	466
2024 Q3	$282K	Buy	+4,659	New	+$278K	0.01%	416
2024 Q2	–	Sell	-6,134	Closed	-$355K	–	455
2024 Q1	$360K	Buy	+6,134	New	+$360K	0.02%	378
2023 Q4	–	Sell	-6,716	Closed	-$387K	–	262
2023 Q3	$384K	Sell	6,716 -2,324	-26%	-$135K	0.02%	371
2023 Q2	$530K	Sell	9,040 -2,151	-19%	-$128K	0.03%	341
2023 Q1	$671K	Sell	11,191 -9,450	-46%	-$560K	0.04%	269
2022 Q4	$1.21M	Buy	+20,641	New	+$1.21M	0.1%	135

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SageView Advisory Group's VGIT Position: Q2 2026 in Review

SageView Advisory Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 716% in Q2 2026, buying an estimated $5.77M and bringing the position to 111,330 shares worth $6.57M. The position accounts for 0.22% of the portfolio, ranked #60.

SageView Advisory Group first reported a position in VGIT in Q4 2022 and has held it in 11 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

SageView Advisory Group held 111,330 shares of Vanguard Intermediate-Term Treasury ETF worth $6.57M as of Q2 2026.
SageView Advisory Group bought 97,694 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $5.77M.
Vanguard Intermediate-Term Treasury ETF made up 0.22% of SageView Advisory Group's portfolio in Q2 2026, its #60 holding.
SageView Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.