Traphagen Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Traphagen Investment 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	$26.1M	Buy	441,994 +8,168	+2%	+$483K	1.86%	12
2026 Q1	$25.8M	Sell	433,826 -9,256	-2%	-$554K	2.09%	13
2025 Q4	$26.6M	Buy	443,082 +5,670	+1%	+$341K	2.19%	10
2025 Q3	$26.3M	Sell	437,412 -8,329	-2%	-$497K	2.26%	9
2025 Q2	$26.7M	Sell	445,741 -111,216	-20%	-$6.58M	2.53%	8
2025 Q1	$33.1M	Buy	556,957 +54,325	+11%	+$3.18M	3.45%	7
2024 Q4	$29.2M	Sell	502,632 -94,315	-16%	-$5.54M	2.97%	8
2024 Q3	$36.1M	Buy	596,947 +36,392	+6%	+$2.17M	3.64%	8
2024 Q2	$32.6M	Buy	560,555 +6,437	+1%	+$372K	3.54%	7
2024 Q1	$32.4M	Buy	554,118 +550,510	+15,258%	+$32.3M	3.46%	8
2023 Q4	$214K	Buy	+3,608	New	+$208K	0.03%	163

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

Traphagen Investment Advisors's VGIT Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.9% in Q2 2026, buying an estimated $483K and bringing the position to 441,994 shares worth $26.1M. The position accounts for 1.86% of the portfolio, ranked #12.

Traphagen Investment Advisors first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.1M in Q3 2024. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Traphagen Investment Advisors held 441,994 shares of Vanguard Intermediate-Term Treasury ETF worth $26.1M as of Q2 2026.
Traphagen Investment Advisors bought 8,168 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $483K.
Vanguard Intermediate-Term Treasury ETF made up 1.86% of Traphagen Investment Advisors's portfolio in Q2 2026, its #12 holding.
Traphagen Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Traphagen Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $36.1M in Q3 2024.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.