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

StrongBox Wealth’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	$3.96M	Sell	67,206 -3,196	-5%	-$189K	1.13%	32
2026 Q1	$4.19M	Sell	70,402 -13,923	-17%	-$834K	1.34%	30
2025 Q4	$5.05M	Sell	84,325 -90,261	-52%	-$5.43M	1.66%	24
2025 Q3	$10.5M	Buy	174,586 +12,252	+8%	+$732K	3.55%	5
2025 Q2	$9.71M	Buy	162,334 +8,174	+5%	+$484K	3.68%	5
2025 Q1	$9.16M	Buy	154,160 +3,248	+2%	+$190K	3.82%	4
2024 Q4	$8.75M	Buy	150,912 +9,794	+7%	+$576K	3.71%	4
2024 Q3	$8.53M	Buy	141,118 +21,836	+18%	+$1.3M	3.65%	6
2024 Q2	$6.95M	Buy	119,282 +1,228	+1%	+$71K	3.28%	9
2024 Q1	$6.91M	Sell	118,054 -13,531	-10%	-$794K	3.64%	5
2023 Q4	$7.81M	Buy	131,585 +37,168	+39%	+$2.14M	4.55%	3
2023 Q3	$5.4M	Buy	94,417 +33,829	+56%	+$1.96M	3.44%	7
2023 Q2	$3.55M	Buy	+60,588	New	+$3.61M	2.24%	13

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

StrongBox Wealth's VGIT Position: Q2 2026 in Review

StrongBox Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.5% in Q2 2026, selling an estimated $189K and leaving 67,206 shares worth $3.96M. The position accounts for 1.13% of the portfolio, ranked #32.

StrongBox Wealth first reported a position in VGIT in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q3 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

StrongBox Wealth held 67,206 shares of Vanguard Intermediate-Term Treasury ETF worth $3.96M as of Q2 2026.
StrongBox Wealth sold 3,196 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $189K.
Vanguard Intermediate-Term Treasury ETF made up 1.13% of StrongBox Wealth's portfolio in Q2 2026, its #32 holding.
StrongBox Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
StrongBox Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $10.5M in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.