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Bogart Wealth LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bogart Wealth LLC’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 		$139K Buy
2,362
+44
+2% +$2.6K ﹤0.01% 337
2026
Q1 		$138K Sell
2,318
-115
-5% -$6.89K 0.01% 319
2025
Q4 		$146K Buy
2,433
+215
+10% +$12.9K 0.01% 289
2025
Q3 		$133K Sell
2,218
-226
-9% -$13.5K 0.01% 302
2025
Q2 		$146K Buy
2,444
+692
+39% +$41K 0.01% 278
2025
Q1 		$104K Sell
1,752
-585
-25% -$34.2K ﹤0.01% 308
2024
Q4 		$136K Hold
2,337
– – 0.01% 262
2024
Q3 		$141K Buy
2,337
+1,215
+108% +$72.5K 0.01% 262
2024
Q2 		$65.3K Sell
1,122
-292
-21% -$16.9K ﹤0.01% 353
2024
Q1 		$82.8K Buy
1,414
+440
+45% +$25.8K ﹤0.01% 302
2023
Q4 		$57.8K Hold
974
– – ﹤0.01% 355
2023
Q3 		$55.7K Buy
974
+500
+105% +$29K ﹤0.01% 333
2023
Q2 		$27.8K Buy
474
+200
+73% +$11.9K ﹤0.01% 406
2023
Q1 		$16.4K Sell
274
-25
-8% -$1.48K ﹤0.01% 495
2022
Q4 		$17.5K Sell
299
-427
-59% -$25K ﹤0.01% 451
2022
Q3 		$42K Buy
726
+443
+157% +$26.9K ﹤0.01% 323
2022
Q2 		$17K Buy
283
+274
+3,044% +$16.8K ﹤0.01% 446
2022
Q1 		$1K Hold
9
– – ﹤0.01% 768
2021
Q4 		$1K Buy
+9
New +$603 ﹤0.01% 739

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bogart Wealth LLC's VGIT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.9% in Q2 2026, buying an estimated $2.6K and bringing the position to 2,362 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Bogart Wealth LLC first reported a position in VGIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $146K in Q2 2025. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Bogart Wealth LLC held 2,362 shares of Vanguard Intermediate-Term Treasury ETF worth $139K as of Q2 2026.
  • Bogart Wealth LLC bought 44 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.6K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #337 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Bogart Wealth LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $146K in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.