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

CreativeOne 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 		$5.6M Buy
94,943
+35,783
+60% +$2.11M 0.12% 152
2026
Q1 		$3.52M Buy
59,160
+2,858
+5% +$171K 0.08% 237
2025
Q4 		$3.37M Buy
56,302
+4,696
+9% +$282K 0.08% 229
2025
Q3 		$3.1M Sell
51,606
-1,469
-3% -$87.7K 0.08% 244
2025
Q2 		$3.17M Buy
53,075
+10,147
+24% +$601K 0.08% 228
2025
Q1 		$2.55M Buy
42,928
+5,010
+13% +$293K 0.08% 250
2024
Q4 		$2.2M Buy
37,918
+4,096
+12% +$241K 0.07% 271
2024
Q3 		$2.04M Buy
33,822
+20,282
+150% +$1.21M 0.07% 259
2024
Q2 		$788K Sell
13,540
-7,028
-34% -$406K 0.04% 376
2024
Q1 		$1.2M Sell
20,568
-3,402
-14% -$200K 0.05% 338
2023
Q4 		$1.42M Buy
23,970
+335
+1% +$19.3K 0.09% 201
2023
Q3 		$1.35M Sell
23,635
-9,542
-29% -$553K 0.1% 192
2023
Q2 		$1.95M Buy
33,177
+24,927
+302% +$1.49M 0.09% 217
2023
Q1 		$495K Buy
+8,250
New +$489K 0.02% 476
2022
Q2 		– Sell
-3,916
Closed -$246K – 811
2022
Q1 		$246K Buy
3,916
+496
+15% +$32.1K 0.01% 638
2021
Q4 		$227K Buy
3,420
+403
+13% +$27K 0.01% 676
2021
Q3 		$204K Buy
+3,017
New +$206K 0.01% 663

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

CreativeOne Wealth's VGIT Position: Q2 2026 in Review

CreativeOne Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 60% in Q2 2026, buying an estimated $2.11M and bringing the position to 94,943 shares worth $5.6M. The position accounts for 0.12% of the portfolio, ranked #152.

CreativeOne Wealth first reported a position in VGIT in Q3 2021 and has held it in 17 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • CreativeOne Wealth held 94,943 shares of Vanguard Intermediate-Term Treasury ETF worth $5.6M as of Q2 2026.
  • CreativeOne Wealth bought 35,783 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.11M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.12% of CreativeOne Wealth's portfolio in Q2 2026, its #152 holding.
  • CreativeOne Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 17 quarters since.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.