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

Waverly 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 Q1	$1.1M	Buy	18,535 +2,664	+17%	+$160K	0.01%	799
2025 Q4	$951K	Buy	15,871 +10,578	+200%	+$636K	0.01%	782
2025 Q3	$318K	Sell	5,293 -376	-7%	-$22.5K	﹤0.01%	1017
2025 Q2	$339K	Sell	5,669 -604	-10%	-$35.8K	﹤0.01%	926
2025 Q1	$373K	Sell	6,273 -73	-1%	-$4.27K	﹤0.01%	862
2024 Q4	$368K	Sell	6,346 -552	-8%	-$32.4K	0.01%	760
2024 Q3	$417K	Buy	6,898 +2,062	+43%	+$123K	0.01%	612
2024 Q2	$282K	Buy	+4,836	New	+$280K	0.01%	683

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Waverly Advisors's VGIT Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 17% in Q1 2026, buying an estimated $160K and bringing the position to 18,535 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #799.

Waverly Advisors first reported a position in VGIT in Q2 2024 and has held it in 8 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Waverly Advisors held 18,535 shares of Vanguard Intermediate-Term Treasury ETF worth $1.1M as of Q1 2026.
Waverly Advisors bought 2,664 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $160K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #799 holding.
Waverly Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.