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

Surience Private 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 Q3	$1.6M	Buy	28,152 +8,810	+46%	+$512K	1.53%	18
2026 Q2	$1.14M	Sell	19,342 -1,401	-7%	-$82.8K	1%	30
2026 Q1	$1.24M	Buy	+20,743	New	+$1.24M	1.33%	24
2025 Q4	–	Sell	-33,803	Closed	-$2.03M	–	48
2025 Q3	$2.03M	Buy	+33,803	New	+$2.02M	1.86%	17

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Surience Private Wealth's VGIT Position: Q3 2026 in Review

Surience Private Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 46% in Q3 2026, buying an estimated $512K and bringing the position to 28,152 shares worth $1.6M. The position accounts for 1.53% of the portfolio, ranked #18.

Surience Private Wealth first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q3 2025. 262 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Surience Private Wealth held 28,152 shares of Vanguard Intermediate-Term Treasury ETF worth $1.6M as of Q3 2026.
Surience Private Wealth bought 8,810 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $512K.
Vanguard Intermediate-Term Treasury ETF made up 1.53% of Surience Private Wealth's portfolio in Q3 2026, its #18 holding.
Surience Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Surience Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $2.03M in Q3 2025.
262 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.