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Altiora Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Altiora Financial Group’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
Q1 		$6.67M Buy
112,028
+64,494
+136% +$3.86M 1.1% 23
2025
Q4 		$2.85M Buy
47,534
+3,254
+7% +$196K 0.49% 36
2025
Q3 		$2.66M Buy
44,280
+3,721
+9% +$222K 0.49% 32
2025
Q2 		$2.43M Sell
40,559
-300
-0.7% -$17.8K 0.47% 33
2025
Q1 		$2.43M Sell
40,859
-12,126
-23% -$709K 0.52% 30
2024
Q4 		$3.07M Sell
52,985
-3,022
-5% -$178K 0.67% 27
2024
Q3 		$3.38M Buy
56,007
+50
+0.1% +$2.98K 0.75% 25
2024
Q2 		$3.26M Sell
55,957
-33,176
-37% -$1.92M 0.78% 25
2024
Q1 		$5.22M Sell
89,133
-37,148
-29% -$2.18M 1.42% 17
2023
Q4 		$7.49M Sell
126,281
-18,933
-13% -$1.09M 2.17% 11
2023
Q3 		$8.3M Sell
145,214
-8,432
-5% -$489K 3.85% 6
2023
Q2 		$9.01M Sell
153,646
-6,188
-4% -$369K 3.96% 6
2023
Q1 		$9.58M Sell
159,834
-7,266
-4% -$430K 4.42% 5
2022
Q4 		$9.77M Buy
+167,100
New +$9.77M 4.88% 5

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Altiora Financial Group's VGIT Position: Q1 2026 in Review

Altiora Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 136% in Q1 2026, buying an estimated $3.86M and bringing the position to 112,028 shares worth $6.67M. The position accounts for 1.1% of the portfolio, ranked #23.

Altiora Financial Group first reported a position in VGIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.77M in Q4 2022. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Altiora Financial Group held 112,028 shares of Vanguard Intermediate-Term Treasury ETF worth $6.67M as of Q1 2026.
  • Altiora Financial Group bought 64,494 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $3.86M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.1% of Altiora Financial Group's portfolio in Q1 2026, its #23 holding.
  • Altiora Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Altiora Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $9.77M in Q4 2022.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.