LIBRA WEALTH LLC VGIT holdings history
VANGUARD INTERMEDIATE-TERM T · CUSIP 92206C706 · CIK 1925385
As of 2026-06-30, LIBRA WEALTH LLC reported 1.09M VGIT (shares), valued at $64.42M, or 16.47% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 0.56%; reported value decreased 0.40%, and weight changed -1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 16.47% | 1,092,189 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 18.23% | 1,086,123 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 17.68% | 1,054,707 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 17.66% | 979,557 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 17.98% | 919,122 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 19.69% | 883,344 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 18.77% | 832,164 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 19.02% | 787,833 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 19.05% | 755,624 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 18.20% | 709,186 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 19.86% | 673,936 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 20.85% | 659,153 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 20.85% | 659,153 | $37.67M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 19.86% | 673,936 | $39.98M | Shares increased 2.24%; reported value increased 6.12%, and weight changed -0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 18.20% | 709,186 | $41.52M | Shares increased 5.23%; reported value increased 3.86%, and weight changed -1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 19.05% | 755,624 | $44.00M | Shares increased 6.55%; reported value increased 5.97%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 19.02% | 787,833 | $47.60M | Shares increased 4.26%; reported value increased 8.18%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 18.77% | 832,164 | $48.27M | Shares increased 5.63%; reported value increased 1.40%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 19.69% | 883,344 | $52.47M | Shares increased 6.15%; reported value increased 8.71%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 17.98% | 919,122 | $54.97M | Shares increased 4.05%; reported value increased 4.77%, and weight changed -1.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 17.66% | 979,557 | $58.80M | Shares increased 6.58%; reported value increased 6.97%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 17.68% | 1,054,707 | $63.21M | Shares increased 7.67%; reported value increased 7.49%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 18.23% | 1,086,123 | $64.68M | Shares increased 2.98%; reported value increased 2.33%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 16.47% | 1,092,189 | $64.42M | Shares increased 0.56%; reported value decreased 0.40%, and weight changed -1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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