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

Whelan Financial’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	$22M	Buy	373,581 +17,488	+5%	+$1.03M	6%	5
2026 Q1	$21.2M	Buy	+356,093	New	+$21.3M	6.58%	5
2025 Q1	–	Sell	-256,356	Closed	-$14.9M	–	67
2024 Q4	$14.9M	Buy	256,356 +9,644	+4%	+$567K	5.85%	6
2024 Q3	$14.9M	Buy	246,712 +4,140	+2%	+$247K	6.14%	6
2024 Q2	$14.1M	Buy	242,572 +5,523	+2%	+$319K	6.31%	6
2024 Q1	$13.9M	Sell	237,049 -24,280	-9%	-$1.42M	6.34%	6
2023 Q4	$15.5M	Buy	261,329 +7,252	+3%	+$418K	7.23%	6
2023 Q3	$14.5M	Buy	254,077 +9,311	+4%	+$540K	7.66%	6
2023 Q2	$14.4M	Buy	244,766 +7,756	+3%	+$462K	7.5%	7
2023 Q1	$14.2M	Buy	237,010 +11,437	+5%	+$677K	7.88%	7
2022 Q4	$13.2M	Sell	225,573 -2,333	-1%	-$136K	7.96%	7
2022 Q3	$13.3M	Buy	227,906 +3,286	+1%	+$199K	9.14%	7
2022 Q2	$13.7M	Sell	224,620 -5,295	-2%	-$324K	9.29%	7
2022 Q1	$14.5M	Sell	229,915 -764	-0.3%	-$49.4K	8.91%	7
2021 Q4	$15.3M	Buy	230,679 +66,025	+40%	+$4.42M	9.52%	7
2021 Q3	$11.1M	Buy	+164,654	New	+$11.2M	10.17%	5

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Whelan Financial's VGIT Position: Q2 2026 in Review

Whelan Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.9% in Q2 2026, buying an estimated $1.03M and bringing the position to 373,581 shares worth $22M. The position accounts for 6% of the portfolio, ranked #5.

Whelan Financial first reported a position in VGIT in Q3 2021 and has held it in 16 quarters since. 495 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Whelan Financial held 373,581 shares of Vanguard Intermediate-Term Treasury ETF worth $22M as of Q2 2026.
Whelan Financial bought 17,488 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.03M.
Vanguard Intermediate-Term Treasury ETF made up 6% of Whelan Financial's portfolio in Q2 2026, its #5 holding.
Whelan Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 16 quarters since.
495 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.