Whelan Financial
VGIT icon

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
Q3 		$22.1M Buy
389,429
+15,848
+4% +$921K 5.72% 5
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Whelan Financial's VGIT Position: Q3 2026 in Review

Whelan Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.2% in Q3 2026, buying an estimated $921K and bringing the position to 389,429 shares worth $22.1M. The position accounts for 5.72% of the portfolio, ranked #5.

Whelan Financial first reported a position in VGIT in Q3 2021 and has held it in 17 quarters since. 484 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Whelan Financial held 389,429 shares of Vanguard Intermediate-Term Treasury ETF worth $22.1M as of Q3 2026.
  • Whelan Financial bought 15,848 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $921K.
  • Vanguard Intermediate-Term Treasury ETF made up 5.72% of Whelan Financial's portfolio in Q3 2026, its #5 holding.
  • Whelan Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 17 quarters since.
  • 484 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.