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

Delap Wealth Advisory’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 		$15.2M Buy
256,069
+24,853
+11% +$1.49M 5.74% 4
2025
Q4 		$13.9M Buy
231,216
+28,252
+14% +$1.7M 5.35% 5
2025
Q3 		$12.2M Buy
202,964
+21,278
+12% +$1.27M 5.13% 6
2025
Q2 		$10.9M Buy
181,686
+16,841
+10% +$997K 5.22% 6
2025
Q1 		$9.79M Buy
164,845
+16,630
+11% +$973K 5.46% 7
2024
Q4 		$8.6M Buy
148,215
+23,517
+19% +$1.38M 5.14% 5
2024
Q3 		$7.53M Buy
124,698
+17,556
+16% +$1.05M 4.76% 6
2024
Q2 		$6.24M Buy
107,142
+7,918
+8% +$458K 2.87% 9
2024
Q1 		$5.81M Sell
99,224
-38,501
-28% -$2.26M 2.35% 10
2023
Q4 		$8.17M Buy
137,725
+61,898
+82% +$3.57M 3.7% 7
2023
Q3 		$4.33M Sell
75,827
-5,877
-7% -$341K 4.19% 9
2023
Q2 		$4.79M Buy
81,704
+2,773
+4% +$165K 4.7% 8
2023
Q1 		$4.73M Sell
78,931
-757
-0.9% -$44.8K 4.85% 7
2022
Q4 		$4.66M Buy
+79,688
New +$4.66M 4.87% 7

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

Delap Wealth Advisory's VGIT Position: Q1 2026 in Review

Delap Wealth Advisory increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q1 2026, buying an estimated $1.49M and bringing the position to 256,069 shares worth $15.2M. The position accounts for 5.74% of the portfolio, ranked #4.

Delap Wealth Advisory first reported a position in VGIT in Q4 2022 and has held it in 14 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Delap Wealth Advisory held 256,069 shares of Vanguard Intermediate-Term Treasury ETF worth $15.2M as of Q1 2026.
  • Delap Wealth Advisory bought 24,853 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.49M.
  • Vanguard Intermediate-Term Treasury ETF made up 5.74% of Delap Wealth Advisory's portfolio in Q1 2026, its #4 holding.
  • Delap Wealth Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.