STALEY CAPITAL ADVISERS’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

STALEY CAPITAL ADVISERS’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	$12.7M	Sell	223,867 -9,514	-4%	-$553K	0.47%	40
2026 Q2	$13.8M	Buy	233,381 +1,500	+0.6%	+$88.6K	0.54%	36
2026 Q1	$13.8M	Buy	231,881 +7,834	+3%	+$469K	0.58%	36
2025 Q4	$13.4M	Sell	224,047 -8,575	-4%	-$516K	0.55%	37
2025 Q3	$14M	Sell	232,622 -34,090	-13%	-$2.04M	0.57%	36
2025 Q2	$16M	Buy	266,712 +6,383	+2%	+$378K	0.68%	34
2025 Q1	$15.5M	Buy	260,329 +544	+0.2%	+$31.8K	0.7%	33
2024 Q4	$15.1M	Buy	259,785 +24,295	+10%	+$1.43M	0.67%	33
2024 Q3	$14.2M	Buy	235,490 +14,390	+7%	+$859K	0.64%	36
2024 Q2	$12.9M	Buy	221,100 +13,750	+7%	+$795K	0.59%	37
2024 Q1	$12.1M	Buy	207,350 +7,380	+4%	+$433K	0.57%	39
2023 Q4	$11.9M	Buy	199,970 +4,600	+2%	+$265K	0.59%	42
2023 Q3	$11.2M	Buy	195,370 +36,061	+23%	+$2.09M	0.62%	39
2023 Q2	$9.35M	Buy	159,309 +37,169	+30%	+$2.22M	0.5%	45
2023 Q1	$7.32M	Buy	122,140 +25,990	+27%	+$1.54M	0.41%	47
2022 Q4	$5.62M	Buy	96,150 +30,750	+47%	+$1.8M	0.34%	52
2022 Q3	$3.81M	Buy	65,400 +48,600	+289%	+$2.95M	0.24%	57
2022 Q2	$1.03M	Buy	+16,800	New	+$1.03M	0.06%	96

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

STALEY CAPITAL ADVISERS's VGIT Position: Q3 2026 in Review

STALEY CAPITAL ADVISERS reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.1% in Q3 2026, selling an estimated $553K and leaving 223,867 shares worth $12.7M. The position accounts for 0.47% of the portfolio, ranked #40.

STALEY CAPITAL ADVISERS first reported a position in VGIT in Q2 2022 and has held it in 18 quarters since. The position peaked at $16M in Q2 2025. 706 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

STALEY CAPITAL ADVISERS held 223,867 shares of Vanguard Intermediate-Term Treasury ETF worth $12.7M as of Q3 2026.
STALEY CAPITAL ADVISERS sold 9,514 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $553K.
Vanguard Intermediate-Term Treasury ETF made up 0.47% of STALEY CAPITAL ADVISERS's portfolio in Q3 2026, its #40 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 18 quarters since.
STALEY CAPITAL ADVISERS's Vanguard Intermediate-Term Treasury ETF position peaked at $16M in Q2 2025.
706 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q3 2026, filed 6 Nov 2026.