Waller Financial Planning Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Waller Financial Planning 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 Q2	$244K	Sell	4,145 -581	-12%	-$34.3K	0.05%	70
2026 Q1	$281K	Sell	4,726 -147	-3%	-$8.81K	0.06%	66
2025 Q4	$292K	Buy	4,873 +154	+3%	+$9.26K	0.06%	64
2025 Q3	$283K	Buy	4,719 +11	+0.2%	+$657	0.07%	63
2025 Q2	$282K	Sell	4,708 -381	-7%	-$22.6K	0.07%	63
2025 Q1	$302K	Sell	5,089 -149	-3%	-$8.72K	0.08%	59
2024 Q4	$304K	Buy	5,238 +395	+8%	+$23.2K	0.08%	57
2024 Q3	$293K	Buy	4,843 +294	+6%	+$17.5K	0.07%	56
2024 Q2	$265K	Buy	+4,549	New	+$263K	0.07%	59

Other funds holding VGIT

SCM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waller Financial Planning Group's VGIT Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q2 2026, selling an estimated $34.3K and leaving 4,145 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #70.

Waller Financial Planning Group first reported a position in VGIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $304K in Q4 2024. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Waller Financial Planning Group held 4,145 shares of Vanguard Intermediate-Term Treasury ETF worth $244K as of Q2 2026.
Waller Financial Planning Group sold 581 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $34.3K.
Vanguard Intermediate-Term Treasury ETF made up 0.05% of Waller Financial Planning Group's portfolio in Q2 2026, its #70 holding.
Waller Financial Planning Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Waller Financial Planning Group's Vanguard Intermediate-Term Treasury ETF position peaked at $304K in Q4 2024.
669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.