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Whalen Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Whalen Wealth Management’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 		– Sell
-18,481
Closed -$1.1M – 223
2026
Q1 		$1.1M Buy
+18,481
New +$1.11M 0.59% 41

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

Whalen Wealth Management's VGIT Position: Q2 2026 in Review

Whalen Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 18,481 shares — an estimated $1.1M sold.

Whalen Wealth Management first reported a position in VGIT in Q1 2026 and held it in 1 quarter. The position peaked at $1.1M in Q1 2026. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Whalen Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 18,481 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.1M.
  • Whalen Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.1M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.