Valley Forge Investment Consultants’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Valley Forge Investment Consultants’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	$209K	Buy	3,540 +34	+1%	+$2.01K	0.05%	81
2026 Q1	$209K	Buy	3,506 +22	+0.6%	+$1.32K	0.06%	80
2025 Q4	$209K	Buy	3,484 +43	+1%	+$2.59K	0.06%	75
2025 Q3	$207K	Buy	3,441 +33	+1%	+$1.97K	0.06%	79
2025 Q2	$204K	Buy	3,408 +33	+1%	+$1.95K	0.07%	81
2025 Q1	$200K	Buy	+3,375	New	+$197K	0.07%	71

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Valley Forge Investment Consultants's VGIT Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.97% in Q2 2026, buying an estimated $2.01K and bringing the position to 3,540 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #81.

Valley Forge Investment Consultants first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $209K in Q4 2025. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Valley Forge Investment Consultants held 3,540 shares of Vanguard Intermediate-Term Treasury ETF worth $209K as of Q2 2026.
Valley Forge Investment Consultants bought 34 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.01K.
Vanguard Intermediate-Term Treasury ETF made up 0.05% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #81 holding.
Valley Forge Investment Consultants first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Valley Forge Investment Consultants's Vanguard Intermediate-Term Treasury ETF position peaked at $209K in Q4 2025.
982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.