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

Avion Wealth’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 		$190K Buy
3,194
+1,072
+51% +$64.2K 0.04% 108
2025
Q4 		$127K Buy
2,122
+203
+11% +$12.2K 0.03% 127
2025
Q3 		$115K Sell
1,919
-16
-0.8% -$955 0.02% 141
2025
Q2 		$115K Sell
1,935
-39
-2% -$2.31K 0.03% 133
2025
Q1 		$114K Hold
1,974
– – 0.03% 123
2024
Q4 		$114K Buy
1,974
+908
+85% +$53.4K 0.03% 123
2024
Q3 		$64K Sell
1,066
-199
-16% -$11.9K 0.02% 160
2024
Q2 		$73K Sell
1,265
-236
-16% -$13.6K 0.02% 137
2024
Q1 		$88K Hold
1,501
– – 0.02% 125
2023
Q4 		$89K Sell
1,501
-13
-0.9% -$749 0.03% 119
2023
Q3 		$85K Buy
1,514
+128
+9% +$7.42K 0.02% 113
2023
Q2 		$81K Buy
1,386
+783
+130% +$46.7K 0.02% 126
2023
Q1 		$35K Sell
603
-972
-62% -$57.6K 0.01% 178
2022
Q4 		$91K Hold
1,575
– – 0.03% 107
2022
Q3 		$92K Buy
1,575
+110
+8% +$6.67K 0.03% 107
2022
Q2 		$90K Sell
1,465
-253
-15% -$15.5K 0.03% 99
2022
Q1 		$108K Sell
1,718
-1,854
-52% -$120K 0.03% 83
2021
Q4 		$237K Sell
3,572
-606
-15% -$40.6K 0.07% 50
2021
Q3 		$282K Buy
4,178
+499
+14% +$34K 0.09% 42
2021
Q2 		$249K Buy
3,679
+2,334
+174% +$158K 0.08% 44
2021
Q1 		$90K Sell
1,345
-218,617
-99% -$15M 0.03% 80
2020
Q4 		$15.3M Sell
219,962
-80,399
-27% -$5.62M 4.8% 9
2020
Q3 		$21.2M Sell
300,361
-69,866
-19% -$4.93M 7.12% 6
2020
Q2 		$26.1M Buy
370,227
+40,125
+12% +$2.82M 9.09% 5
2020
Q1 		$23.3M Buy
+330,102
New +$22.4M 9.97% 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

Avion Wealth's VGIT Position: Q1 2026 in Review

Avion Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 51% in Q1 2026, buying an estimated $64.2K and bringing the position to 3,194 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #108.

Avion Wealth first reported a position in VGIT in Q1 2020 and has held it in 25 quarters since. The position peaked at $26.1M in Q2 2020. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Avion Wealth held 3,194 shares of Vanguard Intermediate-Term Treasury ETF worth $190K as of Q1 2026.
  • Avion Wealth bought 1,072 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $64.2K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Avion Wealth's portfolio in Q1 2026, its #108 holding.
  • Avion Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 25 quarters since.
  • Avion Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $26.1M in Q2 2020.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.