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Walker Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Walker Financial Services’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 		$2.37M Sell
40,236
-8,157
-17% -$482K 0.73% 20
2026
Q1 		$2.88M Sell
48,393
-16,868
-26% -$1.01M 0.99% 20
2025
Q4 		$3.91M Sell
65,261
-18,010
-22% -$1.08M 1.42% 18
2025
Q3 		$5M Sell
83,271
-9,370
-10% -$559K 1.94% 15
2025
Q2 		$5.54M Buy
92,641
+3,354
+4% +$199K 2.52% 7
2025
Q1 		$5.3M Buy
89,287
+7,979
+10% +$467K 2.78% 7
2024
Q4 		$4.72M Buy
81,308
+10,894
+15% +$640K 2.74% 7
2024
Q3 		$4.25M Buy
70,414
+8,648
+14% +$516K 2.88% 7
2024
Q2 		$3.6M Buy
61,766
+10,916
+21% +$631K 2.81% 9
2024
Q1 		$2.98M Buy
+50,850
New +$2.98M 2.45% 9

Other funds holding VGIT

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Walker Financial Services's VGIT Position: Q2 2026 in Review

Walker Financial Services reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 17% in Q2 2026, selling an estimated $482K and leaving 40,236 shares worth $2.37M. The position accounts for 0.73% of the portfolio, ranked #20.

Walker Financial Services first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.54M in Q2 2025. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Walker Financial Services held 40,236 shares of Vanguard Intermediate-Term Treasury ETF worth $2.37M as of Q2 2026.
  • Walker Financial Services sold 8,157 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $482K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.73% of Walker Financial Services's portfolio in Q2 2026, its #20 holding.
  • Walker Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Walker Financial Services's Vanguard Intermediate-Term Treasury ETF position peaked at $5.54M in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.