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BridgePort Financial Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

BridgePort Financial Solutions’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 		$252K Hold
4,232
– – 0.07% 203
2025
Q4 		$254K Buy
4,232
+82
+2% +$4.93K 0.07% 204
2025
Q3 		$249K Buy
+4,150
New +$248K 0.07% 201

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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

BridgePort Financial Solutions's VGIT Position: Q1 2026 in Review

BridgePort Financial Solutions held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 4,232 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #203.

BridgePort Financial Solutions first reported a position in VGIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • BridgePort Financial Solutions held 4,232 shares of Vanguard Intermediate-Term Treasury ETF worth $252K as of Q1 2026.
  • BridgePort Financial Solutions left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.07% of BridgePort Financial Solutions's portfolio in Q1 2026, its #203 holding.
  • BridgePort Financial Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • BridgePort Financial Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $254K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.