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

E-Wealth Partners’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	$409K	Sell	6,936 -528	-7%	-$31.2K	0.3%	37
2026 Q1	$444K	Sell	7,464 -798	-10%	-$47.8K	0.36%	39
2025 Q4	$495K	Buy	+8,262	New	+$497K	0.42%	35

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

E-Wealth Partners's VGIT Position: Q2 2026 in Review

E-Wealth Partners reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.1% in Q2 2026, selling an estimated $31.2K and leaving 6,936 shares worth $409K. The position accounts for 0.3% of the portfolio, ranked #37.

E-Wealth Partners first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $495K in Q4 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

E-Wealth Partners held 6,936 shares of Vanguard Intermediate-Term Treasury ETF worth $409K as of Q2 2026.
E-Wealth Partners sold 528 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $31.2K.
Vanguard Intermediate-Term Treasury ETF made up 0.3% of E-Wealth Partners's portfolio in Q2 2026, its #37 holding.
E-Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
E-Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $495K in Q4 2025.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.