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 Q2	$3.01M	Buy	50,973 +32,438	+175%	+$1.92M	0.02%	596
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

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

Waverly Advisors's VGIT Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 175% in Q2 2026, buying an estimated $1.92M and bringing the position to 50,973 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #596.

Waverly Advisors first reported a position in VGIT in Q2 2024 and has held it in 9 quarters since. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Waverly Advisors held 50,973 shares of Vanguard Intermediate-Term Treasury ETF worth $3.01M as of Q2 2026.
Waverly Advisors bought 32,438 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.92M.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #596 holding.
Waverly Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.