BPA
VGIT icon

Beacon Pointe Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Beacon Pointe Advisors’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 		$23.4M Buy
393,686
+25,941
+7% +$1.55M 0.12% 159
2025
Q4 		$22M Buy
367,745
+53,731
+17% +$3.23M 0.15% 145
2025
Q3 		$18.9M Buy
314,014
+299,318
+2,037% +$17.9M 0.16% 137
2025
Q2 		$879K Sell
14,696
-1,098
-7% -$65K 0.01% 704
2025
Q1 		$938K Sell
15,794
-2,433
-13% -$142K 0.01% 657
2024
Q4 		$1.06M Sell
18,227
-337
-2% -$19.8K 0.01% 617
2024
Q3 		$1.12M Buy
18,564
+264
+1% +$15.8K 0.01% 605
2024
Q2 		$1.07M Sell
18,300
-13,598
-43% -$786K 0.01% 620
2024
Q1 		$1.87M Sell
31,898
-243
-0.8% -$14.3K 0.02% 516
2023
Q4 		$1.91M Buy
32,141
+10,683
+50% +$616K 0.02% 497
2023
Q3 		$1.23M Buy
21,458
+4,389
+26% +$254K 0.02% 569
2023
Q2 		$1M Buy
17,069
+7,586
+80% +$452K 0.02% 525
2023
Q1 		$569K Buy
9,483
+1,565
+20% +$92.7K 0.01% 723
2022
Q4 		$463K Sell
7,918
-3,252
-29% -$190K 0.01% 713
2022
Q3 		$649K Sell
11,170
-450
-4% -$27.3K 0.01% 572
2022
Q2 		$708K Sell
11,620
-1,143
-9% -$70K 0.01% 557
2022
Q1 		$803K Buy
+12,763
New +$826K 0.01% 676

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
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Beacon Pointe Advisors's VGIT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.1% in Q1 2026, buying an estimated $1.55M and bringing the position to 393,686 shares worth $23.4M. The position accounts for 0.12% of the portfolio, ranked #159.

Beacon Pointe Advisors first reported a position in VGIT in Q1 2022 and has held it in 17 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Beacon Pointe Advisors held 393,686 shares of Vanguard Intermediate-Term Treasury ETF worth $23.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 25,941 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.55M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.12% of Beacon Pointe Advisors's portfolio in Q1 2026, its #159 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 17 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.