True Link Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

True Link Financial 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 Q1	–	Sell	-71,443	Closed	-$4.28M	–	424
2025 Q4	$4.28M	Hold	71,443	–	–	0.26%	17
2025 Q3	$4.29M	Hold	71,443	–	–	0.28%	17
2025 Q2	$4.27M	Hold	71,443	–	–	0.29%	18
2025 Q1	$4.24M	Hold	71,443	–	–	0.32%	16
2024 Q4	$4.14M	Hold	71,443	–	–	0.35%	14
2024 Q3	$4.32M	Hold	71,443	–	–	0.37%	14
2024 Q2	$4.16M	Hold	71,443	–	–	0.39%	14
2024 Q1	$4.18M	Buy	+71,443	New	+$4.19M	0.4%	14
2022 Q4	–	Sell	-51,637	Closed	-$3.01M	–	128
2022 Q3	$3.01M	Hold	51,637	–	–	0.44%	20
2022 Q2	$3.16M	Hold	51,637	–	–	0.48%	23
2022 Q1	$3.25M	Sell	51,637 -2,151	-4%	-$139K	0.47%	20
2021 Q4	$3.58M	Sell	53,788 -84,286	-61%	-$5.65M	0.48%	18
2021 Q3	$9.33M	Hold	138,074	–	–	1.28%	15
2021 Q2	$9.36M	Sell	138,074 -10,841	-7%	-$734K	1.37%	15
2021 Q1	$10M	Sell	148,915 -99,075	-40%	-$6.78M	1.45%	15
2020 Q4	$17.2M	Buy	+247,990	New	+$17.3M	2.7%	9

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

True Link Financial Advisors's VGIT Position: Q1 2026 in Review

True Link Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 71,443 shares — an estimated $4.28M sold.

True Link Financial Advisors first reported a position in VGIT in Q4 2020 and held it in 16 quarters. The position peaked at $17.2M in Q4 2020. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

True Link Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
True Link Financial Advisors sold 71,443 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $4.28M.
True Link Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 16 quarters.
True Link Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $17.2M in Q4 2020.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.