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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
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

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

CreativeOne Wealth's VGIT Position: Q1 2026 in Review

CreativeOne Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.1% in Q1 2026, buying an estimated $171K and bringing the position to 59,160 shares worth $3.52M. The position accounts for 0.08% of the portfolio, ranked #237.

CreativeOne Wealth first reported a position in VGIT in Q3 2021 and has held it in 16 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • CreativeOne Wealth held 59,160 shares of Vanguard Intermediate-Term Treasury ETF worth $3.52M as of Q1 2026.
  • CreativeOne Wealth bought 2,858 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $171K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.08% of CreativeOne Wealth's portfolio in Q1 2026, its #237 holding.
  • CreativeOne Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 16 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.