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

Valeo 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
Q2 		$93.3M Sell
1,734,316
-255,418
-13% -$15.1M 1.97% 12
2026
Q1 		$109M Buy
1,989,734
+124,289
+7% +$7.45M 2.61% 11
2025
Q4 		$103M Buy
1,865,445
+232,537
+14% +$14M 2.3% 12
2025
Q3 		$98M Buy
1,632,908
+112,486
+7% +$6.72M 2.23% 13
2025
Q2 		$90.9M Buy
1,520,422
+33,164
+2% +$1.96M 2.23% 12
2025
Q1 		$88.3M Buy
1,487,258
+84,262
+6% +$4.93M 2.46% 10
2024
Q4 		$81.4M Buy
1,402,996
+78,613
+6% +$4.62M 2.26% 11
2024
Q3 		$80M Buy
1,324,383
+100,417
+8% +$5.99M 2.28% 12
2024
Q2 		$71.3M Buy
1,223,966
+65,884
+6% +$3.81M 2.23% 12
2024
Q1 		$66.4M Buy
1,158,082
+83,821
+8% +$4.92M 2.38% 10
2023
Q4 		$63.7M Buy
1,074,261
+88,329
+9% +$5.09M 2.57% 8
2023
Q3 		$56.3M Buy
985,932
+19,916
+2% +$1.15M 2.57% 8
2023
Q2 		$56.7M Buy
966,016
+70,203
+8% +$4.19M 2.59% 8
2023
Q1 		$53.7M Buy
895,813
+126,115
+16% +$7.47M 2.59% 7
2022
Q4 		$45M Buy
769,698
+199,640
+35% +$11.7M 2.47% 7
2022
Q3 		$25.5M Buy
570,058
+520,548
+1,051% +$31.6M 1.62% 10
2022
Q2 		$3.03M Sell
49,510
-6,587
-12% -$403K 0.19% 73
2022
Q1 		$3.53M Buy
56,097
+18,066
+48% +$1.17M 0.18% 81
2021
Q4 		$2.53M Buy
38,031
+20,822
+121% +$1.4M 0.14% 94
2021
Q3 		$1.16M Buy
17,209
+11,247
+189% +$767K 0.07% 166
2021
Q2 		$404K Buy
5,962
+12
+0.2% +$812 0.02% 302
2021
Q1 		$400K Buy
+5,950
New +$407K 0.02% 304
2020
Q1 		– Sell
-59
Closed -$4K – 1926
2019
Q4 		$4K Hold
59
– – ﹤0.01% 1359
2019
Q3 		$4K Hold
59
– – ﹤0.01% 1273
2019
Q2 		$4K Buy
59
+1
+2% +$65 ﹤0.01% 1294
2019
Q1 		$4K Hold
58
– – ﹤0.01% 1255
2018
Q4 		$4K Sell
58
-57
-50% -$3.55K ﹤0.01% 1170
2018
Q3 		$7K Buy
115
+58
+102% +$3.62K ﹤0.01% 1097
2018
Q2 		$4K Hold
57
– – ﹤0.01% 1212
2018
Q1 		$4K Hold
57
– – ﹤0.01% 1216
2017
Q4 		$4K Buy
+57
New +$3.66K ﹤0.01% 1084

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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Valeo Financial Advisors's VGIT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q2 2026, selling an estimated $15.1M and leaving 1,734,316 shares worth $93.3M. The position accounts for 1.97% of the portfolio, ranked #12.

Valeo Financial Advisors first reported a position in VGIT in Q4 2017 and has held it in 31 quarters since. The position peaked at $109M in Q1 2026. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Valeo Financial Advisors held 1,734,316 shares of Vanguard Intermediate-Term Treasury ETF worth $93.3M as of Q2 2026.
  • Valeo Financial Advisors sold 255,418 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $15.1M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.97% of Valeo Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $109M in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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