Corient Private Wealth
VGIT icon

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

Corient 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 		$151M Sell
2,546,562
-1,656,852
-39% -$97.9M 0.21% 94
2026
Q1 		$248M Buy
4,203,414
+660,935
+19% +$39.6M 0.36% 58
2025
Q4 		$212M Buy
3,542,479
+526,037
+17% +$31.6M 0.29% 76
2025
Q3 		$181M Buy
3,016,442
+206,642
+7% +$12.3M 0.29% 73
2025
Q2 		$168M Buy
2,809,800
+512,270
+22% +$30.3M 0.22% 87
2025
Q1 		$136M Buy
2,297,530
+495,514
+27% +$29M 0.22% 106
2024
Q4 		$105M Sell
1,802,016
-16,675
-0.9% -$980K 0.17% 127
2024
Q3 		$110M Buy
1,818,691
+1,256,405
+223% +$75M 0.17% 129
2024
Q2 		$32.7M Buy
562,286
+42,587
+8% +$2.46M 0.06% 295
2024
Q1 		$30.4M Buy
519,699
+453,201
+682% +$26.6M 0.05% 313
2023
Q4 		$3.94M Buy
66,498
+57,044
+603% +$3.29M 0.01% 766
2023
Q3 		$540K Sell
9,454
-1,910
-17% -$111K ﹤0.01% 1453
2023
Q2 		$667K Buy
11,364
+459
+4% +$27.4K ﹤0.01% 1312
2023
Q1 		$654K Buy
10,905
+3,170
+41% +$188K ﹤0.01% 1265
2022
Q4 		$452K Buy
+7,735
New +$452K ﹤0.01% 1176

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

Corient Private Wealth's VGIT Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 39% in Q2 2026, selling an estimated $97.9M and leaving 2,546,562 shares worth $151M. The position accounts for 0.21% of the portfolio, ranked #94.

Corient Private Wealth first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $248M in Q1 2026. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Corient Private Wealth held 2,546,562 shares of Vanguard Intermediate-Term Treasury ETF worth $151M as of Q2 2026.
  • Corient Private Wealth sold 1,656,852 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $97.9M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.21% of Corient Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Corient Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $248M in Q1 2026.
  • 974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.