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

Visionary Wealth 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	$213K	Sell	3,760 -2,150	-36%	-$125K	0.01%	647
2026 Q2	$349K	Buy	5,910 +2	+0%	+$118	0.01%	510
2026 Q1	$352K	Buy	5,908 +923	+19%	+$55.3K	0.02%	485
2025 Q4	$299K	Hold	4,985	–	–	0.01%	498
2025 Q3	$299K	Buy	+4,985	New	+$298K	0.01%	494
2021 Q2	–	Sell	-8,936	Closed	-$601K	–	356
2021 Q1	$601K	Sell	8,936 -3,036	-25%	-$208K	0.06%	182
2020 Q4	$831K	Sell	11,972 -8,729	-42%	-$610K	0.09%	151
2020 Q3	$1.46M	Sell	20,701 -1,421	-6%	-$100K	0.21%	100
2020 Q2	$1.56M	Buy	+22,122	New	+$1.56M	0.24%	98

Other funds holding VGIT

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

Visionary Wealth Advisors's VGIT Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 36% in Q3 2026, selling an estimated $125K and leaving 3,760 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #647.

Visionary Wealth Advisors first reported a position in VGIT in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2020. 941 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Visionary Wealth Advisors held 3,760 shares of Vanguard Intermediate-Term Treasury ETF worth $213K as of Q3 2026.
Visionary Wealth Advisors sold 2,150 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $125K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #647 holding.
Visionary Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 9 quarters since.
Visionary Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.56M in Q2 2020.
941 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.