Beverly Hills Private Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Beverly Hills Private Wealth’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	$13.9M	Buy	236,197 +38,040	+19%	+$2.25M	2.65%	5
2026 Q1	$11.8M	Buy	198,157 +5,789	+3%	+$347K	1.97%	6
2025 Q4	$11.5M	Buy	192,368 +9,532	+5%	+$573K	1.97%	7
2025 Q3	$11M	Buy	182,836 +21,078	+13%	+$1.26M	1.94%	7
2025 Q2	$9.67M	Sell	161,758 -22,049	-12%	-$1.31M	1.81%	10
2025 Q1	$10.9M	Buy	183,807 +42,145	+30%	+$2.47M	2.16%	6
2024 Q4	$8.22M	Buy	141,662 +27,099	+24%	+$1.59M	1.66%	8
2024 Q3	$6.92M	Buy	114,563 +60,284	+111%	+$3.6M	1.4%	11
2024 Q2	$3.16M	Buy	54,279 +44,432	+451%	+$2.57M	0.69%	31
2024 Q1	$577K	Buy	+9,847	New	+$578K	0.13%	167

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

Beverly Hills Private Wealth's VGIT Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q2 2026, buying an estimated $2.25M and bringing the position to 236,197 shares worth $13.9M. The position accounts for 2.65% of the portfolio, ranked #5.

Beverly Hills Private Wealth first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Beverly Hills Private Wealth held 236,197 shares of Vanguard Intermediate-Term Treasury ETF worth $13.9M as of Q2 2026.
Beverly Hills Private Wealth bought 38,040 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.25M.
Vanguard Intermediate-Term Treasury ETF made up 2.65% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #5 holding.
Beverly Hills Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.