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

Sax 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 		$10.1M Buy
+169,875
New +$10M 0.41% 47
2024
Q2 		– Sell
-8,798
Closed -$515K – 284
2024
Q1 		$515K Buy
+8,798
New +$516K 0.06% 111

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

Sax Wealth Advisors's VGIT Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 169,875 shares worth $10.1M. The stake represents 0.41% of the portfolio and ranks #47 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in VGIT as recently as Q1 2024.

Sax Wealth Advisors first reported a position in VGIT in Q1 2024 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Sax Wealth Advisors held 169,875 shares of Vanguard Intermediate-Term Treasury ETF worth $10.1M as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.41% of Sax Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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