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

Axis Wealth Partners’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 		$708K Buy
11,887
+342
+3% +$20.5K 0.38% 74
2025
Q4 		$692K Buy
11,545
+137
+1% +$8.24K 0.38% 71
2025
Q3 		$685K Buy
11,408
+823
+8% +$49.1K 0.4% 70
2025
Q2 		$633K Buy
10,585
+1,392
+15% +$82.4K 0.42% 65
2025
Q1 		$546K Buy
9,193
+272
+3% +$15.9K 0.4% 72
2024
Q4 		$517K Buy
+8,921
New +$524K 0.44% 68

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

Axis Wealth Partners's VGIT Position: Q1 2026 in Review

Axis Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3% in Q1 2026, buying an estimated $20.5K and bringing the position to 11,887 shares worth $708K. The position accounts for 0.38% of the portfolio, ranked #74.

Axis Wealth Partners first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Axis Wealth Partners held 11,887 shares of Vanguard Intermediate-Term Treasury ETF worth $708K as of Q1 2026.
  • Axis Wealth Partners bought 342 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $20.5K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.38% of Axis Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Axis Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.