Cherry Tree Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cherry Tree Wealth 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	$1.77M	Buy	29,709 +1,137	+4%	+$68.1K	0.37%	55
2025 Q4	$1.71M	Sell	28,572 -199	-0.7%	-$12K	0.36%	56
2025 Q3	$1.73M	Sell	28,771 -742	-3%	-$44.3K	0.38%	53
2025 Q2	$1.77M	Sell	29,513 -2,180	-7%	-$129K	0.41%	49
2025 Q1	$1.88M	Hold	31,693	–	–	0.45%	49
2024 Q4	$1.84M	Sell	31,693 -9,189	-22%	-$540K	0.45%	46
2024 Q3	$2.47M	Sell	40,882 -2,610	-6%	-$156K	0.59%	43
2024 Q2	$2.53M	Sell	43,492 -491	-1%	-$28.4K	0.64%	41
2024 Q1	$2.58M	Sell	43,983 -921	-2%	-$54K	0.65%	38
2023 Q4	$2.66M	Sell	44,904 -2,348	-5%	-$135K	0.71%	35
2023 Q3	$2.7M	Buy	47,252 +850	+2%	+$49.3K	0.79%	29
2023 Q2	$2.72M	Buy	+46,402	New	+$2.77M	0.79%	31

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Cherry Tree Wealth Management's VGIT Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4% in Q1 2026, buying an estimated $68.1K and bringing the position to 29,709 shares worth $1.77M. The position accounts for 0.37% of the portfolio, ranked #55.

Cherry Tree Wealth Management first reported a position in VGIT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.72M in Q2 2023. 960 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Cherry Tree Wealth Management held 29,709 shares of Vanguard Intermediate-Term Treasury ETF worth $1.77M as of Q1 2026.
Cherry Tree Wealth Management bought 1,137 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $68.1K.
Vanguard Intermediate-Term Treasury ETF made up 0.37% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #55 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.72M in Q2 2023.
960 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.