XY Planning Network
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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
Q3 		$471K Buy
8,313
+1,349
+19% +$78.4K 0.05% 248
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

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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

XY Planning Network's VGIT Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q3 2026, buying an estimated $78.4K and bringing the position to 8,313 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #248.

XY Planning Network first reported a position in VGIT in Q4 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • XY Planning Network held 8,313 shares of Vanguard Intermediate-Term Treasury ETF worth $471K as of Q3 2026.
  • XY Planning Network bought 1,349 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $78.4K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #248 holding.
  • XY Planning Network first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.