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

Edgestream 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 Q1	–	Sell	-18,664	Closed	-$1.12M	–	1129
2025 Q4	$1.12M	Sell	18,664 -41,588	-69%	-$2.5M	0.03%	666
2025 Q3	$3.62M	Buy	60,252 +10,779	+22%	+$644K	0.11%	366
2025 Q2	$2.96M	Buy	+49,473	New	+$2.93M	0.08%	441
2024 Q4	–	Sell	-17,638	Closed	-$1.07M	–	1100
2024 Q3	$1.07M	Buy	+17,638	New	+$1.05M	0.05%	558

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Edgestream Partners's VGIT Position: Q1 2026 in Review

Edgestream Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 18,664 shares — an estimated $1.12M sold.

Edgestream Partners first reported a position in VGIT in Q3 2024 and held it in 4 quarters. The position peaked at $3.62M in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Edgestream Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 18,664 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.12M.
Edgestream Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 4 quarters.
Edgestream Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $3.62M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.