Beacon Hill Wealth Management
VGIT icon

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

Beacon Hill 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
2026
Q3 		$806K Sell
14,225
-2,834
-17% -$165K 0.49% 17
2026
Q2 		$1.01M Buy
+17,059
New +$1.01M 0.7% 16

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Beacon Hill Wealth Management's VGIT Position: Q3 2026 in Review

Beacon Hill Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 17% in Q3 2026, selling an estimated $165K and leaving 14,225 shares worth $806K. The position accounts for 0.49% of the portfolio, ranked #17.

Beacon Hill Wealth Management first reported a position in VGIT in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q2 2026. 941 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Beacon Hill Wealth Management held 14,225 shares of Vanguard Intermediate-Term Treasury ETF worth $806K as of Q3 2026.
  • Beacon Hill Wealth Management sold 2,834 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $165K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.49% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Beacon Hill Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Beacon Hill Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.01M in Q2 2026.
  • 941 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.