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Belpointe Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Belpointe Asset 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
Q1 		$3.3M Buy
55,410
+5,571
+11% +$334K 0.12% 157
2025
Q4 		$2.99M Buy
49,839
+25,288
+103% +$1.52M 0.11% 162
2025
Q3 		$1.47M Sell
24,551
-2,633
-10% -$157K 0.06% 292
2025
Q2 		$1.63M Buy
27,184
+11,012
+68% +$652K 0.07% 239
2025
Q1 		$961K Sell
16,172
-846
-5% -$49.5K 0.05% 342
2024
Q4 		$1.02M Sell
17,018
-5
-0% -$294 0.06% 308
2024
Q3 		$1.03M Buy
17,023
+165
+1% +$9.85K 0.06% 306
2024
Q2 		$982K Sell
16,858
-4,712
-22% -$272K 0.07% 277
2024
Q1 		$1.26M Buy
+21,570
New +$1.27M 0.09% 211
2023
Q3 		– Sell
-3,735
Closed -$219K – 718
2023
Q2 		$219K Sell
3,735
-555
-13% -$33.1K 0.02% 547
2023
Q1 		$257K Buy
4,290
+2,010
+88% +$119K 0.01% 820
2022
Q4 		$133K Sell
2,280
-4,058
-64% -$237K 0.01% 1083
2022
Q3 		$370K Buy
6,338
+3,323
+110% +$201K 0.03% 616
2022
Q2 		$185K Sell
3,015
-2,983
-50% -$183K 0.01% 857
2022
Q1 		$378K Sell
5,998
-12,914
-68% -$835K 0.02% 633
2021
Q4 		$1.26M Buy
18,912
+884
+5% +$59.2K 0.08% 256
2021
Q3 		$1.22M Sell
18,028
-3,586
-17% -$244K 0.08% 259
2021
Q2 		$1.47M Buy
21,614
+19,347
+853% +$1.31M 0.11% 210
2021
Q1 		$152K Buy
2,267
+708
+45% +$48.4K 0.01% 848
2020
Q4 		$108K Sell
1,559
-3,316
-68% -$232K 0.01% 925
2020
Q3 		$344K Buy
+4,875
New +$344K 0.04% 398
2019
Q3 		– Sell
-1,598
Closed -$105K – 715
2019
Q2 		$105K Buy
+1,598
New +$103K 0.02% 590
2018
Q1 		– Sell
-27,611
Closed -$1.76M – 486
2017
Q4 		$1.76M Sell
27,611
-8,853
-24% -$569K 0.39% 50
2017
Q3 		$2.36M Buy
+36,464
New +$2.37M 0.55% 32

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

Belpointe Asset Management's VGIT Position: Q1 2026 in Review

Belpointe Asset Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q1 2026, buying an estimated $334K and bringing the position to 55,410 shares worth $3.3M. The position accounts for 0.12% of the portfolio, ranked #157.

Belpointe Asset Management first reported a position in VGIT in Q3 2017 and has held it in 24 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Belpointe Asset Management held 55,410 shares of Vanguard Intermediate-Term Treasury ETF worth $3.3M as of Q1 2026.
  • Belpointe Asset Management bought 5,571 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $334K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.12% of Belpointe Asset Management's portfolio in Q1 2026, its #157 holding.
  • Belpointe Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2017 and has held it in 24 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.