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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Wells Financial Advisors's VGIT Position: Q1 2026 in Review

Wells Financial Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 34% in Q1 2026, selling an estimated $398K and leaving 12,930 shares worth $770K. The position accounts for 3.5% of the portfolio, ranked #10.

Wells Financial Advisors first reported a position in VGIT in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.86M in Q2 2023. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Wells Financial Advisors held 12,930 shares of Vanguard Intermediate-Term Treasury ETF worth $770K as of Q1 2026.
  • Wells Financial Advisors sold 6,640 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $398K.
  • Vanguard Intermediate-Term Treasury ETF made up 3.5% of Wells Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Wells Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
  • Wells Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $7.86M in Q2 2023.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.