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Three Bearings Fiduciary Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Three Bearings Fiduciary 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 		$535K Hold
9,076
– – 0.48% 38
2026
Q1 		$540K Hold
9,076
– – 0.52% 38
2025
Q4 		$544K Buy
+9,076
New +$546K 0.51% 38

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VGIT Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 9,076 shares worth $535K. The position accounts for 0.48% of the portfolio, ranked #38.

Three Bearings Fiduciary Advisors first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $544K in Q4 2025. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 9,076 shares of Vanguard Intermediate-Term Treasury ETF worth $535K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.48% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #38 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $544K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.