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WFA of San Diego’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

WFA of San Diego’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 		$318K Sell
5,429
-265
-5% -$15.7K 0.26% 69
2026
Q1 		$339K Sell
5,694
-40
-0.7% -$2.4K 0.27% 62
2025
Q4 		$344K Hold
5,734
– – 0.25% 67
2025
Q3 		$344K Buy
5,734
+401
+8% +$23.9K 0.24% 71
2025
Q2 		$319K Buy
+5,333
New +$316K 0.23% 75
2024
Q3 		$373K Sell
6,170
-170
-3% -$10.1K 0.31% 66
2024
Q2 		$369K Buy
+6,340
New +$367K 0.33% 63
2023
Q3 		$346K Sell
6,055
-217
-3% -$12.6K 0.36% 59
2023
Q2 		$368K Sell
6,272
-1,334
-18% -$79.5K 0.36% 55
2023
Q1 		$456K Sell
7,606
-978
-11% -$57.9K 0.48% 45
2022
Q4 		$502K Hold
8,584
– – 0.38% 56
2022
Q3 		$501K Sell
8,584
-119
-1% -$7.21K 0.45% 53
2022
Q2 		$532K Hold
8,703
– – 0.46% 48
2022
Q1 		$548K Sell
8,703
-308
-3% -$19.9K 0.42% 52
2021
Q4 		$599K Sell
9,011
-570
-6% -$38.2K 0.35% 64
2021
Q3 		$647K Sell
9,581
-170
-2% -$11.6K 0.45% 50
2021
Q2 		$661K Sell
9,751
-427
-4% -$28.9K 0.51% 42
2021
Q1 		$684K Sell
10,178
-1,017
-9% -$69.6K 0.57% 37
2020
Q4 		$69K Sell
11,195
-790
-7% -$55.3K 0.02% 63
2020
Q3 		$844K Buy
11,985
+2,394
+25% +$169K 0.8% 33
2020
Q2 		$677K Buy
+9,591
New +$675K 0.16% 128

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WFA of San Diego's VGIT Position: Q2 2026 in Review

WFA of San Diego reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.7% in Q2 2026, selling an estimated $15.7K and leaving 5,429 shares worth $318K. The position accounts for 0.26% of the portfolio, ranked #69.

WFA of San Diego first reported a position in VGIT in Q2 2020 and has held it in 21 quarters since. The position peaked at $844K in Q3 2020. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • WFA of San Diego held 5,429 shares of Vanguard Intermediate-Term Treasury ETF worth $318K as of Q2 2026.
  • WFA of San Diego sold 265 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $15.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.26% of WFA of San Diego's portfolio in Q2 2026, its #69 holding.
  • WFA of San Diego first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 21 quarters since.
  • WFA of San Diego's Vanguard Intermediate-Term Treasury ETF position peaked at $844K in Q3 2020.
  • 974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.