Angeles Wealth Management
VGIT icon

Angeles Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Angeles Wealth Management’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
Q3 		– Sell
-4,399
Closed -$259K – 663
2026
Q2 		$259K Buy
+4,399
New +$260K 0.01% 417
2025
Q4 		– Sell
-2,671
Closed -$160K – 491
2025
Q3 		$160K Hold
2,671
– – 0.01% 345
2025
Q2 		$160K Buy
+2,671
New +$158K 0.01% 345
2024
Q3 		– Sell
-2,489
Closed -$145K – 350
2024
Q2 		$145K Buy
2,489
+182
+8% +$10.5K 0.01% 236
2024
Q1 		$135K Buy
2,307
+201
+10% +$11.8K 0.01% 235
2023
Q4 		$125K Buy
2,106
+70
+3% +$4.04K 0.02% 209
2023
Q3 		$116K Buy
2,036
+200
+11% +$11.6K 0.02% 182
2023
Q2 		$108K Buy
1,836
+218
+13% +$13K 0.01% 190
2023
Q1 		$97K Buy
+1,618
New +$95.8K 0.01% 183
2022
Q4 		– Sell
-1,332
Closed -$78K – 228
2022
Q3 		$78K Buy
1,332
+67
+5% +$4.06K 0.02% 186
2022
Q2 		$77K Buy
+1,265
New +$77.5K 0.02% 181

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Angeles Wealth Management's VGIT Position: Q3 2026 in Review

Angeles Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2026, closing a stake of 4,399 shares — an estimated $259K sold.

Angeles Wealth Management first reported a position in VGIT in Q2 2022 and held it in 11 quarters. The position peaked at $259K in Q2 2026. 913 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Angeles Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 4,399 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $259K.
  • Angeles Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and held it in 11 quarters.
  • Angeles Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $259K in Q2 2026.
  • 913 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.