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

Elevate 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	$12M	Buy	201,901 +10,304	+5%	+$617K	7.59%	4
2025 Q4	$11.5M	Buy	191,597 +13,836	+8%	+$832K	7.85%	3
2025 Q3	$10.7M	Sell	177,761 -4,186	-2%	-$250K	7.75%	3
2025 Q2	$10.9M	Sell	181,947 -24,778	-12%	-$1.47M	7.74%	2
2025 Q1	$12.3M	Buy	206,725 +2,321	+1%	+$136K	8.7%	2
2024 Q4	$11.9M	Buy	204,404 +2,249	+1%	+$132K	8.89%	2
2024 Q3	$12.2M	Buy	202,155 +5,533	+3%	+$330K	9.07%	2
2024 Q2	$11.4M	Buy	196,622 +14,108	+8%	+$816K	9.29%	2
2024 Q1	$10.7M	Sell	182,514 -9,509	-5%	-$558K	9.3%	2
2023 Q4	$11.4M	Buy	+192,023	New	+$11.1M	10.44%	1

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

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

Elevate Wealth Advisory increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.4% in Q1 2026, buying an estimated $617K and bringing the position to 201,901 shares worth $12M. The position accounts for 7.59% of the portfolio, ranked #4.

Elevate Wealth Advisory first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.3M in Q1 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Elevate Wealth Advisory held 201,901 shares of Vanguard Intermediate-Term Treasury ETF worth $12M as of Q1 2026.
Elevate Wealth Advisory bought 10,304 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $617K.
Vanguard Intermediate-Term Treasury ETF made up 7.59% of Elevate Wealth Advisory's portfolio in Q1 2026, its #4 holding.
Elevate Wealth Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $12.3M in Q1 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.