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

Vistica 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 Q2	$5.78M	Buy	98,009 +13,130	+15%	+$776K	5%	6
2026 Q1	$5.05M	Buy	84,879 +3,676	+5%	+$220K	5.04%	6
2025 Q4	$4.87M	Buy	+81,203	New	+$4.88M	4.85%	6

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

Vistica Wealth Advisors's VGIT Position: Q2 2026 in Review

Vistica Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 15% in Q2 2026, buying an estimated $776K and bringing the position to 98,009 shares worth $5.78M. The position accounts for 5% of the portfolio, ranked #6.

Vistica Wealth Advisors first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Vistica Wealth Advisors held 98,009 shares of Vanguard Intermediate-Term Treasury ETF worth $5.78M as of Q2 2026.
Vistica Wealth Advisors bought 13,130 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $776K.
Vanguard Intermediate-Term Treasury ETF made up 5% of Vistica Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Vistica Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.