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

Elevation 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
2025
Q4 		– Sell
-1,510
Closed -$90.6K – 1028
2025
Q3 		$90.6K Hold
1,510
– – 0.03% 184
2025
Q2 		$90.3K Hold
1,510
– – 0.04% 183
2025
Q1 		$89.7K Hold
1,510
– – 0.04% 181
2024
Q4 		$87.6K Buy
+1,510
New +$88.8K 0.04% 180

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elevation Wealth Partners's VGIT Position: Q4 2025 in Review

Elevation Wealth Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 1,510 shares — an estimated $90.6K sold.

Elevation Wealth Partners first reported a position in VGIT in Q4 2024 and held it in 4 quarters. The position peaked at $90.6K in Q3 2025. 921 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

  • Elevation Wealth Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,510 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $90.6K.
  • Elevation Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Elevation Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $90.6K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.