VisionPoint Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

VisionPoint Advisory Group’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	$1.24M	Sell	21,819 -1,685	-7%	-$97.9K	0.19%	120
2026 Q2	$1.39M	Sell	23,504 -2,261	-9%	-$134K	0.23%	105
2026 Q1	$1.53M	Buy	+25,765	New	+$1.54M	0.29%	86
2023 Q4	–	Sell	-44	Closed	-$2.52K	–	889
2023 Q3	$2.52K	Buy	+44	New	+$2.55K	﹤0.01%	573

Other funds holding VGIT

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

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

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

VisionPoint Advisory Group's VGIT Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.2% in Q3 2026, selling an estimated $97.9K and leaving 21,819 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #120.

VisionPoint Advisory Group first reported a position in VGIT in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.53M in Q1 2026. 196 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

VisionPoint Advisory Group held 21,819 shares of Vanguard Intermediate-Term Treasury ETF worth $1.24M as of Q3 2026.
VisionPoint Advisory Group sold 1,685 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $97.9K.
Vanguard Intermediate-Term Treasury ETF made up 0.19% of VisionPoint Advisory Group's portfolio in Q3 2026, its #120 holding.
VisionPoint Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 4 quarters since.
VisionPoint Advisory Group's Vanguard Intermediate-Term Treasury ETF position peaked at $1.53M in Q1 2026.
196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.