WNY Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

WNY Asset 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	-10,286	Closed	-$613K	–	275
2026 Q1	$613K	Buy	+10,286	New	+$616K	0.06%	137
2025 Q3	$2.98M	Sell	49,644 -40,971	-45%	-$2.45M	0.29%	48
2025 Q2	$5.42M	Buy	90,615 +9,086	+11%	+$538K	0.6%	32
2025 Q1	$4.84M	Buy	81,529 +24,090	+42%	+$1.41M	0.58%	32
2024 Q4	$3.33M	Buy	57,439 +28,519	+99%	+$1.68M	0.41%	40
2024 Q3	$1.75M	Buy	28,920 +11,328	+64%	+$676K	0.2%	64
2024 Q2	$1.02M	Buy	+17,592	New	+$1.02M	0.14%	93

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WNY Asset Management's VGIT Position: Q2 2026 in Review

WNY Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 10,286 shares — an estimated $613K sold.

WNY Asset Management first reported a position in VGIT in Q2 2024 and held it in 7 quarters. The position peaked at $5.42M in Q2 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

WNY Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
WNY Asset Management sold 10,286 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $613K.
WNY Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and held it in 7 quarters.
WNY Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $5.42M in Q2 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.