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 Q3	$1.19M	Buy	21,027 +409	+2%	+$23.8K	0.27%	69
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

TrueWealth Advisors's VGIT Position: Q3 2026 in Review

TrueWealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2% in Q3 2026, buying an estimated $23.8K and bringing the position to 21,027 shares worth $1.19M. 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 9 quarters since. The position peaked at $1.86M in Q4 2024. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

TrueWealth Advisors held 21,027 shares of Vanguard Intermediate-Term Treasury ETF worth $1.19M as of Q3 2026.
TrueWealth Advisors bought 409 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $23.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.27% of TrueWealth Advisors's portfolio in Q3 2026, its #69 holding.
TrueWealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 9 quarters since.
TrueWealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.86M in Q4 2024.
465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.