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 Q2	$24.2M	Buy	410,947 +17,261	+4%	+$1.02M	0.11%	180
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beacon Pointe Advisors's VGIT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.4% in Q2 2026, buying an estimated $1.02M and bringing the position to 410,947 shares worth $24.2M. The position accounts for 0.11% of the portfolio, ranked #180.

Beacon Pointe Advisors first reported a position in VGIT in Q1 2022 and has held it in 18 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Beacon Pointe Advisors held 410,947 shares of Vanguard Intermediate-Term Treasury ETF worth $24.2M as of Q2 2026.
Beacon Pointe Advisors bought 17,261 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.02M.
Vanguard Intermediate-Term Treasury ETF made up 0.11% of Beacon Pointe Advisors's portfolio in Q2 2026, its #180 holding.
Beacon Pointe Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.