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

Curio 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	–	Sell	-38	Closed	-$2.28K	–	1104
2026 Q1	$2.28K	Sell	38 -12	-24%	-$719	﹤0.01%	311
2025 Q4	$3K	Buy	+50	New	+$3.01K	﹤0.01%	325
2025 Q3	–	Sell	-61	Closed	-$3.67K	–	384
2025 Q2	$3.67K	Buy	61 +57	+1,425%	+$3.37K	﹤0.01%	251
2025 Q1	$6.4K	Buy	+4	New	+$234	﹤0.01%	256

Other funds holding VGIT

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

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

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

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Curio Wealth's VGIT Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 38 shares — an estimated $2.28K sold.

Curio Wealth first reported a position in VGIT in Q1 2025 and held it in 4 quarters. The position peaked at $6.4K in Q1 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Curio Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 38 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.28K.
Curio Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and held it in 4 quarters.
Curio Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $6.4K in Q1 2025.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.