Arkadios Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Arkadios Wealth Advisors’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	$871K	Buy	14,624 +857	+6%	+$51.3K	0.01%	855
2025 Q4	$825K	Buy	13,767 +1,202	+10%	+$72.3K	0.02%	782
2025 Q3	$754K	Buy	12,565 +3,559	+40%	+$213K	0.02%	762
2025 Q2	$539K	Buy	9,006 +839	+10%	+$49.7K	0.02%	816
2025 Q1	$485K	Buy	8,167 +2,760	+51%	+$161K	0.02%	716
2024 Q4	$314K	Sell	5,407 -2,460	-31%	-$145K	0.02%	707
2024 Q3	$475K	Sell	7,867 -1,470	-16%	-$87.7K	0.03%	552
2024 Q2	$544K	Sell	9,337 -37,176	-80%	-$2.15M	0.04%	444
2024 Q1	$2.72M	Buy	46,513 +38,721	+497%	+$2.27M	0.21%	111
2023 Q4	$462K	Buy	+7,792	New	+$449K	0.04%	390

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Arkadios Wealth Advisors's VGIT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.2% in Q1 2026, buying an estimated $51.3K and bringing the position to 14,624 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #855.

Arkadios Wealth Advisors first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q1 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Arkadios Wealth Advisors held 14,624 shares of Vanguard Intermediate-Term Treasury ETF worth $871K as of Q1 2026.
Arkadios Wealth Advisors bought 857 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $51.3K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #855 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $2.72M in Q1 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.