Capital Planning Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Capital Planning 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 Q1	$280K	Hold	4,710	–	–	0.04%	130
2025 Q4	$282K	Hold	4,710	–	–	0.04%	138
2025 Q3	$283K	Hold	4,710	–	–	0.04%	127
2025 Q2	$282K	Hold	4,710	–	–	0.04%	120
2025 Q1	$280K	Hold	4,710	–	–	0.04%	123
2024 Q4	$273K	Hold	4,710	–	–	0.04%	123
2024 Q3	$285K	Hold	4,710	–	–	0.04%	119
2024 Q2	$274K	Hold	4,710	–	–	0.05%	120
2024 Q1	$276K	Hold	4,710	–	–	0.05%	123
2023 Q4	$279K	Buy	+4,710	New	+$271K	0.05%	116

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Capital Planning Advisors's VGIT Position: Q1 2026 in Review

Capital Planning Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 4,710 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #130.

Capital Planning Advisors first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $285K in Q3 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Capital Planning Advisors held 4,710 shares of Vanguard Intermediate-Term Treasury ETF worth $280K as of Q1 2026.
Capital Planning Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #130 holding.
Capital Planning Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Capital Planning Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $285K in Q3 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.