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Sequoia Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sequoia Financial 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 		$976K Buy
16,543
+1,481
+10% +$87.5K ﹤0.01% 963
2026
Q1 		$897K Sell
15,062
-407
-3% -$24.4K 0.01% 944
2025
Q4 		$927K Sell
15,469
-5,433
-26% -$327K 0.01% 926
2025
Q3 		$1.25M Buy
20,902
+3,459
+20% +$207K 0.01% 687
2025
Q2 		$1.04M Sell
17,443
-1,592
-8% -$94.2K 0.01% 669
2025
Q1 		$1.13M Sell
19,035
-1,156
-6% -$67.6K 0.01% 577
2024
Q4 		$1.17M Buy
+20,191
New +$1.19M 0.01% 534

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sequoia Financial Advisors's VGIT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.8% in Q2 2026, buying an estimated $87.5K and bringing the position to 16,543 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Sequoia Financial Advisors first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Sequoia Financial Advisors held 16,543 shares of Vanguard Intermediate-Term Treasury ETF worth $976K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,481 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $87.5K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #963 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.25M in Q3 2025.
  • 973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.