Wealthspire Advisors (New York)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Wealthspire Advisors (New York)’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	$4.49M	Buy	+76,117	New	+$4.5M	0.02%	278
2025 Q4	–	Sell	-2,054	Closed	-$123K	–	2830
2025 Q3	$123K	Buy	+2,054	New	+$123K	﹤0.01%	943
2022 Q4	–	Sell	-16,784	Closed	-$979K	–	603
2022 Q3	$979K	Buy	16,784 +140	+0.8%	+$8.49K	0.02%	227
2022 Q2	$1.02M	Sell	16,644 -17,296	-51%	-$1.06M	0.02%	209
2022 Q1	$2.13M	Sell	33,940 -1,265	-4%	-$81.8K	0.05%	120
2021 Q4	$2.34M	Hold	35,205	–	–	0.05%	131
2021 Q3	$2.38M	Hold	35,205	–	–	0.05%	145
2021 Q2	$2.39M	Sell	35,205 -2,816	-7%	-$191K	0.06%	101
2021 Q1	$2.56M	Sell	38,021 -28,449	-43%	-$1.95M	0.06%	146
2020 Q4	$4.61M	Sell	66,470 -7,280	-10%	-$509K	0.14%	76
2020 Q3	$5.2M	Buy	73,750 +4,265	+6%	+$301K	0.31%	39
2020 Q2	$4.9M	Sell	69,485 -855	-1%	-$60.2K	0.34%	37
2020 Q1	$4.96M	Sell	70,340 -10,270	-13%	-$696K	0.21%	66
2019 Q4	$5.31M	Sell	80,610 -10,635	-12%	-$705K	0.39%	24
2019 Q3	$6.08M	Sell	91,245 -150	-0.2%	-$9.96K	0.5%	21
2019 Q2	$6.03M	Sell	91,395 -13,845	-13%	-$896K	0.53%	19
2019 Q1	$6.79M	Sell	105,240 -27,857	-21%	-$1.77M	0.63%	15
2018 Q4	$8.45M	Buy	+133,097	New	+$8.28M	0.81%	14

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

Wealthspire Advisors (New York)'s VGIT Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 76,117 shares worth $4.49M. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in VGIT as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in VGIT in Q4 2018 and has held it in 18 quarters since. The position peaked at $8.45M in Q4 2018. 978 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Wealthspire Advisors (New York) held 76,117 shares of Vanguard Intermediate-Term Treasury ETF worth $4.49M as of Q2 2026.
Vanguard Intermediate-Term Treasury ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #278 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s Vanguard Intermediate-Term Treasury ETF position peaked at $8.45M in Q4 2018.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.