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

Axxcess Wealth Management’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
2025
Q4 		– Sell
-3,962
Closed -$238K – 1099
2025
Q3 		$238K Sell
3,962
-2,173
-35% -$130K 0.01% 835
2025
Q2 		$367K Buy
+6,135
New +$363K 0.01% 668
2022
Q3 		– Sell
-3,412
Closed -$209K – 611
2022
Q2 		$209K Buy
+3,412
New +$209K 0.02% 488

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axxcess Wealth Management's VGIT Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 3,962 shares — an estimated $238K sold.

Axxcess Wealth Management first reported a position in VGIT in Q2 2022 and held it in 3 quarters. The position peaked at $367K in Q2 2025. 921 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,962 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $238K.
  • Axxcess Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $367K in Q2 2025.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.