Arista Wealth Management, LLC VGIT holdings history
VANGUARD INTERMEDIATE-TERM T · CUSIP 92206C706 · CIK 1964758
As of 2026-06-30, Arista Wealth Management, LLC reported 467.86K VGIT (shares), valued at $27.59M, or 2.98% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 4.56%; reported value increased 3.56%, and weight changed -0.26 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 | 2.98% | 467,858 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 3.24% | 447,454 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 3.21% | 435,926 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 3.11% | 417,026 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 3.14% | 379,558 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 5.33% | 370,268 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 5.03% | 361,851 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 5.21% | 359,162 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 5.11% | 333,722 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 5.74% | 128,319 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 6.37% | 293,273 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 7.01% | 313,201 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.01% | 313,201 | $17.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 6.37% | 293,273 | $17.40M | Shares decreased 6.36%; reported value decreased 2.81%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 5.74% | 128,319 | $7.51M | Shares decreased 56.25%; reported value decreased 56.81%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 5.11% | 333,722 | $19.43M | Shares increased 160.07%; reported value increased 158.65%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 5.21% | 359,162 | $21.70M | Shares increased 7.62%; reported value increased 11.67%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 5.03% | 361,851 | $20.99M | Shares increased 0.75%; reported value decreased 3.29%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 5.33% | 370,268 | $21.99M | Shares increased 2.33%; reported value increased 4.80%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 3.14% | 379,558 | $22.70M | Shares increased 2.51%; reported value increased 3.22%, and weight changed -2.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 3.11% | 417,026 | $25.03M | Shares increased 9.87%; reported value increased 10.28%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 3.21% | 435,926 | $26.13M | Shares increased 4.53%; reported value increased 4.36%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 3.24% | 447,454 | $26.65M | Shares increased 2.64%; reported value increased 1.99%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 2.98% | 467,858 | $27.59M | Shares increased 4.56%; reported value increased 3.56%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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