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 Q2	$736K	Buy	12,479 +592	+5%	+$35K	0.35%	73
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Axis Wealth Partners's VGIT Position: Q2 2026 in Review

Axis Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5% in Q2 2026, buying an estimated $35K and bringing the position to 12,479 shares worth $736K. The position accounts for 0.35% of the portfolio, ranked #73.

Axis Wealth Partners first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Axis Wealth Partners held 12,479 shares of Vanguard Intermediate-Term Treasury ETF worth $736K as of Q2 2026.
Axis Wealth Partners bought 592 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $35K.
Vanguard Intermediate-Term Treasury ETF made up 0.35% of Axis Wealth Partners's portfolio in Q2 2026, its #73 holding.
Axis Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.