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

Websterrogers Financial 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	$10.8M	Buy	182,835 +19,793	+12%	+$1.17M	2.76%	13
2026 Q1	$9.71M	Buy	163,042 +5,459	+3%	+$327K	2.78%	13
2025 Q4	$9.44M	Buy	157,583 +7,500	+5%	+$451K	2.74%	14
2025 Q3	$9.01M	Buy	150,083 +13,753	+10%	+$821K	2.7%	14
2025 Q2	$8.15M	Buy	136,330 +4,002	+3%	+$237K	2.59%	14
2025 Q1	$7.86M	Buy	132,328 +44,797	+51%	+$2.62M	2.68%	15
2024 Q4	$5.08M	Buy	87,531 +2,534	+3%	+$149K	1.76%	21
2024 Q3	$5.14M	Sell	84,997 -7,919	-9%	-$473K	1.8%	21
2024 Q2	$5.41M	Buy	92,916 +2,348	+3%	+$136K	1.93%	20
2024 Q1	$5.3M	Buy	+90,568	New	+$5.31M	1.89%	18

Other funds holding VGIT

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Websterrogers Financial Advisors's VGIT Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q2 2026, buying an estimated $1.17M and bringing the position to 182,835 shares worth $10.8M. The position accounts for 2.76% of the portfolio, ranked #13.

Websterrogers Financial Advisors first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Websterrogers Financial Advisors held 182,835 shares of Vanguard Intermediate-Term Treasury ETF worth $10.8M as of Q2 2026.
Websterrogers Financial Advisors bought 19,793 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.17M.
Vanguard Intermediate-Term Treasury ETF made up 2.76% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #13 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.