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Topel & Distasi Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Topel & Distasi Wealth Management’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 		$820K Sell
13,909
-84
-0.6% -$4.96K 0.4% 36
2026
Q1 		$833K Buy
13,993
+1,848
+15% +$111K 0.43% 36
2025
Q4 		$728K Buy
12,145
+589
+5% +$35.4K 0.36% 40
2025
Q3 		$694K Sell
11,556
-164
-1% -$9.79K 0.34% 43
2025
Q2 		$701K Sell
11,720
-2,638
-18% -$156K 0.37% 43
2025
Q1 		$853K Sell
14,358
-4,571
-24% -$267K 0.4% 49
2024
Q4 		$1.1M Sell
18,929
-458
-2% -$26.9K 0.47% 45
2024
Q3 		$1.17M Buy
19,387
+893
+5% +$53.3K 0.49% 42
2024
Q2 		$1.08M Buy
18,494
+430
+2% +$24.9K 0.47% 42
2024
Q1 		$1.06M Buy
18,064
+1,728
+11% +$101K 0.47% 45
2023
Q4 		$969K Sell
16,336
-9,649
-37% -$556K 0.46% 43
2023
Q3 		$1.49M Sell
25,985
-3,530
-12% -$205K 0.78% 35
2023
Q2 		$1.73M Sell
29,515
-266
-0.9% -$15.9K 0.87% 33
2023
Q1 		$1.79M Buy
29,781
+7,388
+33% +$438K 0.93% 33
2022
Q4 		$1.31M Sell
22,393
-18
-0.1% -$1.05K 0.73% 34
2022
Q3 		$1.31M Buy
22,411
+7,548
+51% +$458K 0.72% 35
2022
Q2 		$909K Sell
14,863
-3,641
-20% -$223K 0.53% 41
2022
Q1 		$1.16M Buy
18,504
+10,480
+131% +$678K 0.49% 44
2021
Q4 		$533K Buy
+8,024
New +$538K 0.22% 61

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

Topel & Distasi Wealth Management's VGIT Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.6% in Q2 2026, selling an estimated $4.96K and leaving 13,909 shares worth $820K. The position accounts for 0.4% of the portfolio, ranked #36.

Topel & Distasi Wealth Management first reported a position in VGIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q1 2023. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Topel & Distasi Wealth Management held 13,909 shares of Vanguard Intermediate-Term Treasury ETF worth $820K as of Q2 2026.
  • Topel & Distasi Wealth Management sold 84 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.96K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.4% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.79M in Q1 2023.
  • 669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.