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

Wells 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	$424K	Sell	7,190 -5,740	-44%	-$339K	3.94%	9
2026 Q1	$770K	Sell	12,930 -6,640	-34%	-$398K	3.5%	10
2025 Q4	$1.17M	Sell	19,570 -6,404	-25%	-$385K	2.23%	14
2025 Q3	$1.56M	Sell	25,974 -960	-4%	-$57.3K	2.09%	16
2025 Q2	$1.61M	Sell	26,934 -2,694	-9%	-$159K	2.21%	15
2025 Q1	$1.76M	Sell	29,628 -243	-0.8%	-$14.2K	2.43%	16
2024 Q4	$1.73M	Buy	29,871 +4,257	+17%	+$250K	2.36%	16
2024 Q3	$1.55M	Sell	25,614 -86,454	-77%	-$5.16M	2.09%	16
2024 Q2	$6.53M	Sell	112,068 -10,795	-9%	-$624K	4.3%	8
2024 Q1	$7.19M	Buy	122,863 +2,641	+2%	+$155K	4.9%	7
2023 Q4	$7.13M	Sell	120,222 -14,070	-10%	-$811K	5.18%	7
2023 Q3	$7.67M	Buy	134,292 +274	+0.2%	+$15.9K	5.97%	6
2023 Q2	$7.86M	Buy	134,018 +32,261	+32%	+$1.92M	5.94%	7
2023 Q1	$6.1M	Buy	101,757 +73	+0.1%	+$4.32K	4.86%	7
2022 Q4	$5.95M	Buy	101,684 +99,304	+4,172%	+$5.8M	4.92%	8
2022 Q3	$139K	Buy	+2,380	New	+$144K	0.13%	41

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

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

Wells Financial Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 44% in Q2 2026, selling an estimated $339K and leaving 7,190 shares worth $424K. The position accounts for 3.94% of the portfolio, ranked #9.

Wells Financial Advisors first reported a position in VGIT in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.86M in Q2 2023. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Wells Financial Advisors held 7,190 shares of Vanguard Intermediate-Term Treasury ETF worth $424K as of Q2 2026.
Wells Financial Advisors sold 5,740 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $339K.
Vanguard Intermediate-Term Treasury ETF made up 3.94% of Wells Financial Advisors's portfolio in Q2 2026, its #9 holding.
Wells Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Wells Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $7.86M in Q2 2023.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.