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Action Point Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Action Point Financial Planning’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 		$308K Buy
+5,229
New +$309K 0.03% 352

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Action Point Financial Planning's VGIT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 5,229 shares worth $308K. The stake represents 0.03% of the portfolio and ranks #352 among its holdings.

971 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Action Point Financial Planning held 5,229 shares of Vanguard Intermediate-Term Treasury ETF worth $308K as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #352 holding.
  • 971 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.