Axos Invest’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Axos Invest’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 Q3	$5.76M	Sell	101,600 -3,808	-4%	-$221K	4.33%	5
2026 Q2	$6.22M	Sell	105,408 -8,990	-8%	-$531K	4.55%	5
2026 Q1	$6.81M	Sell	114,398 -2,299	-2%	-$138K	5.15%	5
2025 Q4	$6.99M	Sell	116,697 -2,739	-2%	-$165K	5.14%	5
2025 Q3	$7.17M	Sell	119,436 -9,456	-7%	-$565K	5.37%	5
2025 Q2	$7.71M	Sell	128,892 -4,690	-4%	-$278K	5.82%	3
2025 Q1	$7.93M	Sell	133,582 -9,184	-6%	-$537K	6.15%	3
2024 Q4	$8.28M	Sell	142,766 -856	-0.6%	-$50.3K	6.03%	3
2024 Q3	$8.68M	Buy	+143,622	New	+$8.57M	5.94%	3

Other funds holding VGIT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Axos Invest's VGIT Position: Q3 2026 in Review

Axos Invest reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.6% in Q3 2026, selling an estimated $221K and leaving 101,600 shares worth $5.76M. The position accounts for 4.33% of the portfolio, ranked #5.

Axos Invest first reported a position in VGIT in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.68M in Q3 2024. 830 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Axos Invest held 101,600 shares of Vanguard Intermediate-Term Treasury ETF worth $5.76M as of Q3 2026.
Axos Invest sold 3,808 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $221K.
Vanguard Intermediate-Term Treasury ETF made up 4.33% of Axos Invest's portfolio in Q3 2026, its #5 holding.
Axos Invest first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Axos Invest's Vanguard Intermediate-Term Treasury ETF position peaked at $8.68M in Q3 2024.
830 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Axos Invest's 13F filing for Q3 2026, filed 21 Oct 2026.