Traphagen Investment Advisors 13F: Adds $3.1M to VGIT Stake

Traphagen Investment Advisors expanded its investment in Vanguard Intermediate-Term Treasury Index Fund ETF Shares VGIT, adding to its fixed-income holdings according to a Form 13F filed with the SEC on October 14, 2026. Institutional investors use 13F filings to report their stock and exchange-traded fund holdings at the close of each quarter, giving everyday investors a look at how large money managers adjust their portfolios. Because these reports look backward, the choices reflect positions held at the end of the reporting period and may not represent the firm's exact trades today.

What Changed in Traphagen Investment Advisors's Vanguard Intermediate-Term Treasury Index Fund ETF Shares Position

Traphagen Investment Advisors lifted its stake in VGIT by 53,904 shares, representing a 12.2% increase from the previous quarter. The firm started the period with 441,994 shares and finished with 495,898 shares. The total reported value of this holding stood at $28,107,607 at the time of the filing.

Vanguard Intermediate-Term Treasury Index Fund ETF Shares Stock Up 0.1%

Vanguard Intermediate-Term Treasury Index Fund ETF Shares recently traded around $57.12 as of October 16, 2026. The exchange-traded fund has moved within a 52-week range spanning from $56.35 to $60.76. Recent trading puts the price below both its 50-day moving average of $57.56 and its 200-day moving average of $58.89. The fund provides a dividend yield of roughly 4.03% based on recent figures.

Dividend

The fund offers a dividend yield of 4.03%. Income-focused investors often look to Treasury funds like this one to generate steady cash distributions through regular payouts derived from the underlying government bonds held in the portfolio.

About Vanguard Intermediate-Term Treasury Index Fund ETF Shares

Vanguard Intermediate-Term Treasury Index Fund ETF Shares is an exchange-traded fund managed by Vanguard. Under normal circumstances, the fund invests the vast majority of its assets in bonds that make up the Bloomberg U.S. Treasury 3-10 Year Index. By sampling this target index, the fund holds a range of securities designed to approximate the key risk factors and duration characteristics of intermediate U.S. government debt.

Bottom Line

Investors tracking Traphagen Investment Advisors will need to wait for subsequent quarterly disclosures to see if the firm continues adding to its fixed-income allocation. As always, quarterly 13F filings provide only a snapshot of past positioning rather than real-time trading activity. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.