TA
VGIT icon

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

TrueWealth 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 		$1.22M Buy
20,618
+1,958
+10% +$116K 0.27% 69
2026
Q1 		$1.11M Buy
+18,660
New +$1.12M 0.28% 65
2025
Q1 		– Sell
-32,099
Closed -$1.86M – 237
2024
Q4 		$1.86M Buy
32,099
+5,813
+22% +$342K 0.62% 34
2024
Q3 		$1.59M Buy
26,286
+19,556
+291% +$1.17M 0.53% 41
2024
Q2 		$392K Buy
6,730
+3,300
+96% +$191K 0.15% 114
2024
Q1 		$201K Sell
3,430
-11
-0.3% -$645 0.08% 207
2023
Q4 		$204K Sell
3,441
-106
-3% -$6.11K 0.08% 190
2023
Q3 		$203K Buy
+3,547
New +$206K 0.09% 189

Other funds holding VGIT

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

TrueWealth Advisors's VGIT Position: Q2 2026 in Review

TrueWealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2026, buying an estimated $116K and bringing the position to 20,618 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #69.

TrueWealth Advisors first reported a position in VGIT in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.86M in Q4 2024. 479 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • TrueWealth Advisors held 20,618 shares of Vanguard Intermediate-Term Treasury ETF worth $1.22M as of Q2 2026.
  • TrueWealth Advisors bought 1,958 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.27% of TrueWealth Advisors's portfolio in Q2 2026, its #69 holding.
  • TrueWealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 8 quarters since.
  • TrueWealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.86M in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.