Wealth Enhancement Advisory Services
VGIT icon

Wealth Enhancement Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Wealth Enhancement Advisory Services’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 		$114M Buy
1,948,930
+36,032
+2% +$2.13M 0.19% 98
2026
Q1 		$114M Buy
1,912,898
+1,712,694
+855% +$103M 0.23% 80
2025
Q4 		$12M Sell
200,204
-3,399
-2% -$204K 0.02% 632
2025
Q3 		$12.2M Sell
203,603
-6,817
-3% -$407K 0.02% 586
2025
Q2 		$12.5M Sell
210,420
-26,676
-11% -$1.58M 0.02% 565
2025
Q1 		$14.1M Sell
237,096
-5,206
-2% -$305K 0.03% 497
2024
Q4 		$14.1M Buy
242,302
+48,179
+25% +$2.83M 0.03% 469
2024
Q3 		$11.7M Buy
194,123
+2,953
+2% +$176K 0.03% 477
2024
Q2 		$11.1M Buy
191,170
+20,108
+12% +$1.16M 0.03% 460
2024
Q1 		$10M Buy
171,062
+53,114
+45% +$3.12M 0.03% 474
2023
Q4 		$7M Buy
117,948
+78,599
+200% +$4.53M 0.02% 511
2023
Q3 		$2.25M Buy
+39,349
New +$2.28M 0.01% 821
2023
Q1 		– Sell
-5,883
Closed -$351K – 562
2022
Q4 		$351K Buy
+5,883
New +$344K ﹤0.01% 286

Other funds holding VGIT

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's VGIT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.9% in Q2 2026, buying an estimated $2.13M and bringing the position to 1,948,930 shares worth $114M. The position accounts for 0.19% of the portfolio, ranked #98.

Wealth Enhancement Advisory Services first reported a position in VGIT in Q4 2022 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,948,930 shares of Vanguard Intermediate-Term Treasury ETF worth $114M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 36,032 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.13M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.19% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #98 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
  • 188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.