True Wealth Design’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

True Wealth Design’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 Q3	$39.9K	Buy	705 +120	+21%	+$6.97K	0.01%	588
2026 Q2	$34.5K	Hold	585	–	–	0.01%	627
2026 Q1	$34.8K	Hold	585	–	–	0.01%	513
2025 Q4	$35.1K	Hold	585	–	–	0.01%	435
2025 Q3	$35.1K	Buy	585 +9	+2%	+$537	0.01%	423
2025 Q2	$34.5K	Buy	576 +228	+66%	+$13.5K	0.01%	265
2025 Q1	$20.7K	Hold	348	–	–	0.01%	334
2024 Q4	$20.2K	Buy	+348	New	+$20.5K	0.01%	321
2024 Q3	–	Sell	-370,095	Closed	-$21.6M	–	1316
2024 Q2	$21.6M	Buy	370,095 +12,525	+4%	+$724K	5.33%	5
2024 Q1	$20.9M	Buy	357,570 +16,896	+5%	+$991K	5.22%	5
2023 Q4	$20.2M	Sell	340,674 -128,413	-27%	-$7.4M	5.69%	5
2023 Q3	$26.8M	Sell	469,087 -56,118	-11%	-$3.25M	8.97%	3
2023 Q2	$30.8M	Buy	525,205 +48,505	+10%	+$2.89M	11.27%	2
2023 Q1	$28.6M	Sell	476,700 -25,718	-5%	-$1.52M	11.99%	2
2022 Q4	$29.4M	Buy	+502,418	New	+$29.4M	13.59%	1

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

True Wealth Design's VGIT Position: Q3 2026 in Review

True Wealth Design increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 21% in Q3 2026, buying an estimated $6.97K and bringing the position to 705 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #588.

True Wealth Design first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.8M in Q2 2023. 184 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

True Wealth Design held 705 shares of Vanguard Intermediate-Term Treasury ETF worth $39.9K as of Q3 2026.
True Wealth Design bought 120 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $6.97K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #588 holding.
True Wealth Design first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Vanguard Intermediate-Term Treasury ETF position peaked at $30.8M in Q2 2023.
184 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.