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

Atomi 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	$1.41M	Buy	23,721 +2,881	+14%	+$173K	0.04%	329
2025 Q4	$1.25M	Buy	20,840 +2,871	+16%	+$173K	0.04%	344
2025 Q3	$1.08M	Buy	17,969 +795	+5%	+$47.5K	0.03%	353
2025 Q2	$1.03M	Sell	17,174 -1,833	-10%	-$109K	0.04%	333
2025 Q1	$1.13M	Sell	19,007 -8,551	-31%	-$500K	0.05%	273
2024 Q4	$1.6M	Sell	27,558 -2,582	-9%	-$152K	0.08%	181
2024 Q3	$1.82M	Sell	30,140 -11,232	-27%	-$670K	0.11%	145
2024 Q2	$2.41M	Sell	41,372 -68,710	-62%	-$3.97M	0.18%	103
2024 Q1	$6.45M	Buy	110,082 +106,698	+3,153%	+$6.26M	0.59%	30
2023 Q4	$201K	Sell	3,384 -2,851	-46%	-$164K	0.03%	552
2023 Q3	$356K	Buy	6,235 +2,457	+65%	+$142K	0.12%	205
2023 Q2	$222K	Buy	+3,778	New	+$225K	0.1%	232

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

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

Atomi Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 14% in Q1 2026, buying an estimated $173K and bringing the position to 23,721 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #329.

Atomi Financial Group first reported a position in VGIT in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.45M in Q1 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Atomi Financial Group held 23,721 shares of Vanguard Intermediate-Term Treasury ETF worth $1.41M as of Q1 2026.
Atomi Financial Group bought 2,881 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $173K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #329 holding.
Atomi Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Atomi Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $6.45M in Q1 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.