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

Theory Financial’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 		– Sell
-10,512
Closed -$626K – 102
2026
Q1 		$626K Sell
10,512
-20,757
-66% -$1.24M 0.22% 65
2025
Q4 		$1.87M Sell
31,269
-15,676
-33% -$943K 0.63% 48
2025
Q3 		$2.84M Buy
46,945
+2,275
+5% +$136K 1% 35
2025
Q2 		$2.65M Sell
44,670
-59,203
-57% -$3.5M 1.01% 31
2025
Q1 		$6.17M Buy
103,873
+4,608
+5% +$270K 2.6% 10
2024
Q4 		$5.76M Buy
99,265
+2,909
+3% +$171K 2.41% 13
2024
Q3 		$5.67M Buy
96,356
+3,066
+3% +$183K 2.5% 14
2024
Q2 		$5.43M Sell
93,290
-8,673
-9% -$501K 2.57% 10
2024
Q1 		$5.97M Sell
101,963
-6,429
-6% -$377K 3.04% 5
2023
Q4 		$6.43M Buy
108,392
+575
+0.5% +$33.1K 3.44% 5
2023
Q3 		$6.16M Buy
107,817
+305
+0.3% +$17.7K 3.61% 5
2023
Q2 		$6.31M Sell
107,512
-12,809
-11% -$764K 3.63% 5
2023
Q1 		$7.21M Buy
120,321
+72,625
+152% +$4.3M 4.33% 4
2022
Q4 		$2.79M Buy
+47,696
New +$2.79M 1.85% 31
2022
Q2 		$2.73M Buy
+44,223
New +$2.71M 1.96% 29

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

Theory Financial's VGIT Position: Q2 2026 in Review

Theory Financial sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 10,512 shares — an estimated $626K sold.

Theory Financial first reported a position in VGIT in Q2 2022 and held it in 15 quarters. The position peaked at $7.21M in Q1 2023. 978 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Theory Financial reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Theory Financial sold 10,512 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $626K.
  • Theory Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and held it in 15 quarters.
  • Theory Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $7.21M in Q1 2023.
  • 978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.