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

Warner Financial’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	$410K	Hold	6,949	–	–	0.12%	104
2026 Q1	$414K	Buy	6,949 +1,090	+19%	+$65.3K	0.14%	91
2025 Q4	$351K	Hold	5,859	–	–	0.12%	102
2025 Q3	$352K	Hold	5,859	–	–	0.13%	97
2025 Q2	$350K	Hold	5,859	–	–	0.14%	89
2025 Q1	$348K	Hold	5,859	–	–	0.15%	89
2024 Q4	$340K	Buy	5,859 +941	+19%	+$55.3K	0.15%	90
2024 Q3	$297K	Hold	4,918	–	–	0.13%	102
2024 Q2	$286K	Buy	+4,918	New	+$284K	0.14%	98

Other funds holding VGIT

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Warner Financial's VGIT Position: Q2 2026 in Review

Warner Financial held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 6,949 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #104.

Warner Financial first reported a position in VGIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $414K in Q1 2026. 498 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Warner Financial held 6,949 shares of Vanguard Intermediate-Term Treasury ETF worth $410K as of Q2 2026.
Warner Financial left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.12% of Warner Financial's portfolio in Q2 2026, its #104 holding.
Warner Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Warner Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $414K in Q1 2026.
498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.