Badgley Phelps Wealth Managers’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Badgley Phelps Wealth Managers’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	$87.1M	Buy	1,463,406 +6,263	+0.4%	+$375K	1.74%	13
2025 Q4	$87.3M	Sell	1,457,143 -51,570	-3%	-$3.1M	1.6%	14
2025 Q3	$90.6M	Sell	1,508,713 -8,523	-0.6%	-$509K	1.91%	11
2025 Q2	$90.7M	Buy	1,517,236 +417,807	+38%	+$24.7M	2.01%	11
2025 Q1	$65.3M	Buy	1,099,429 +409,293	+59%	+$23.9M	1.58%	15
2024 Q4	$40M	Sell	690,136 -13,686	-2%	-$804K	0.93%	29
2024 Q3	$42.5M	Buy	703,822 +14,614	+2%	+$872K	0.99%	24
2024 Q2	$40.1M	Buy	689,208 +8,345	+1%	+$482K	0.99%	23
2024 Q1	$39.9M	Buy	680,863 +15,947	+2%	+$936K	1%	24
2023 Q4	$39.4M	Buy	664,916 +1,585	+0.2%	+$91.4K	1.08%	24
2023 Q3	$37.9M	Buy	663,331 +5,892	+0.9%	+$342K	1.29%	19
2023 Q2	$38.6M	Sell	657,439 -192,125	-23%	-$11.5M	1.27%	17
2023 Q1	$50.9M	Buy	849,564 +42,343	+5%	+$2.51M	1.87%	9
2022 Q4	$47.2M	Buy	+807,221	New	+$47.2M	1.89%	8

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Badgley Phelps Wealth Managers's VGIT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.43% in Q1 2026, buying an estimated $375K and bringing the position to 1,463,406 shares worth $87.1M. The position accounts for 1.74% of the portfolio, ranked #13.

Badgley Phelps Wealth Managers first reported a position in VGIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $90.7M in Q2 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Badgley Phelps Wealth Managers held 1,463,406 shares of Vanguard Intermediate-Term Treasury ETF worth $87.1M as of Q1 2026.
Badgley Phelps Wealth Managers bought 6,263 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $375K.
Vanguard Intermediate-Term Treasury ETF made up 1.74% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #13 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Badgley Phelps Wealth Managers's Vanguard Intermediate-Term Treasury ETF position peaked at $90.7M in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.