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WBH Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

WBH Advisory’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 		$18.8M Sell
318,063
-58,575
-16% -$3.46M 1.26% 20
2026
Q1 		$22.3M Buy
376,638
+23,341
+7% +$1.4M 1.67% 12
2025
Q4 		$21.2M Sell
353,297
-1,336
-0.4% -$80.3K 1.57% 15
2025
Q3 		$21.3M Buy
354,633
+18,075
+5% +$1.08M 1.63% 15
2025
Q2 		$20.1M Buy
336,558
+56,673
+20% +$3.35M 1.72% 14
2025
Q1 		$16.6M Buy
279,885
+42,728
+18% +$2.5M 1.55% 19
2024
Q4 		$13.8M Sell
237,157
-17,421
-7% -$1.02M 1.28% 24
2024
Q3 		$15.4M Buy
254,578
+32,312
+15% +$1.93M 1.46% 19
2024
Q2 		$12.9M Sell
222,266
-121,014
-35% -$7M 1.31% 20
2024
Q1 		$20.1M Buy
343,280
+87,020
+34% +$5.11M 2.07% 9
2023
Q4 		$15.2M Buy
256,260
+31,740
+14% +$1.83M 1.69% 14
2023
Q3 		$12.8M Buy
224,520
+30,586
+16% +$1.77M 1.57% 15
2023
Q2 		$11.4M Buy
193,934
+17,913
+10% +$1.07M 1.35% 18
2023
Q1 		$10.6M Buy
+176,021
New +$10.4M 1.32% 18
2022
Q3 		$4.31M Buy
73,898
+44,148
+148% +$2.68M 0.62% 44
2022
Q2 		$1.82M Sell
29,750
-49,931
-63% -$3.06M 0.24% 91
2022
Q1 		$4.9M Sell
79,681
-10,427
-12% -$674K 0.6% 44
2021
Q4 		$5.99M Buy
90,108
+979
+1% +$65.6K 0.68% 38
2021
Q3 		$6.02M Buy
89,129
+178
+0.2% +$12.1K 0.81% 31
2021
Q2 		$6.08M Sell
88,951
-1,620
-2% -$110K 0.89% 30
2021
Q1 		$6.09M Sell
90,571
-3,188
-3% -$218K 0.99% 25
2020
Q4 		$6.47M Buy
93,759
+643
+0.7% +$45K 1.11% 22
2020
Q3 		$6.56M Buy
93,116
+1,231
+1% +$86.8K 1.32% 19
2020
Q2 		$6.48M Buy
91,885
+709
+0.8% +$49.9K 1.57% 17
2020
Q1 		$6.43K Buy
91,176
+5,254
+6% +$356K 1.51% 12
2019
Q4 		$5.66M Sell
85,922
-3,322
-4% -$220K 1.16% 22
2019
Q3 		$5.95M Buy
89,244
+6,355
+8% +$422K 1.34% 14
2019
Q2 		$5.47M Sell
82,889
-5,716
-6% -$370K 1.27% 17
2019
Q1 		$5.71M Sell
88,605
-9,845
-10% -$626K 1.36% 13
2018
Q4 		$6.25K Buy
98,450
+86,822
+747% +$5.4M 1.52% 11
2018
Q3 		$722K Sell
11,628
-1,859
-14% -$116K 0.18% 118
2018
Q2 		$844K Buy
13,487
+3,244
+32% +$202K 0.22% 106
2018
Q1 		$645K Buy
10,243
+43
+0.4% +$2.71K 0.18% 118
2017
Q4 		$652K Buy
10,200
+42
+0.4% +$2.7K 0.17% 119
2017
Q3 		$656K Buy
10,158
+38
+0.4% +$2.47K 0.18% 114
2017
Q2 		$654K Buy
10,120
+37
+0.4% +$2.4K 0.18% 111
2017
Q1 		$648K Buy
10,083
+103
+1% +$6.6K 0.19% 109
2016
Q4 		$637K Buy
9,980
+6,605
+196% +$430K 0.21% 102
2016
Q3 		$225K Buy
+3,375
New +$225K 0.08% 201

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WBH Advisory's VGIT Position: Q2 2026 in Review

WBH Advisory reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q2 2026, selling an estimated $3.46M and leaving 318,063 shares worth $18.8M. The position accounts for 1.26% of the portfolio, ranked #20.

WBH Advisory first reported a position in VGIT in Q3 2016 and has held it in 39 quarters since. The position peaked at $22.3M in Q1 2026. 721 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • WBH Advisory held 318,063 shares of Vanguard Intermediate-Term Treasury ETF worth $18.8M as of Q2 2026.
  • WBH Advisory sold 58,575 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.46M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.26% of WBH Advisory's portfolio in Q2 2026, its #20 holding.
  • WBH Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2016 and has held it in 39 quarters since.
  • WBH Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $22.3M in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.