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XY Planning Network’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

XY Planning Network’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 		$411K Buy
6,964
+47
+0.7% +$2.78K 0.05% 232
2026
Q1 		$410K Buy
6,917
+724
+12% +$43.4K 0.07% 198
2025
Q4 		$371K Buy
+6,193
New +$372K 0.06% 189

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
FG
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
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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

XY Planning Network's VGIT Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.68% in Q2 2026, buying an estimated $2.78K and bringing the position to 6,964 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #232.

XY Planning Network first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • XY Planning Network held 6,964 shares of Vanguard Intermediate-Term Treasury ETF worth $411K as of Q2 2026.
  • XY Planning Network bought 47 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.78K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #232 holding.
  • XY Planning Network first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.