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

Elm Partners Management’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	$221K	Buy	+3,712	New	+$222K	0.01%	150
2021 Q4	–	Sell	-14,500	Closed	-$979K	–	35
2021 Q3	$979K	Sell	14,500 -7,500	-34%	-$511K	0.13%	30
2021 Q2	$1.49M	Hold	22,000	–	–	0.2%	27
2021 Q1	$1.48M	Hold	22,000	–	–	0.21%	28
2020 Q4	$1.53M	Hold	22,000	–	–	0.23%	33
2020 Q3	$1.55M	Hold	22,000	–	–	0.26%	33
2020 Q2	$1.55M	Buy	+22,000	New	+$1.55M	0.28%	33
2020 Q1	–	Sell	-22,000	Closed	-$1.47M	–	42
2019 Q4	$1.47M	Hold	22,000	–	–	0.32%	31
2019 Q3	$1.47M	Hold	22,000	–	–	0.33%	30
2019 Q2	$1.45M	Sell	22,000 -21,000	-49%	-$1.36M	0.32%	31
2019 Q1	$2.77M	Buy	+43,000	New	+$2.74M	0.74%	27

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

Elm Partners Management's VGIT Position: Q1 2026 in Review

Elm Partners Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 3,712 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Elm Partners Management previously reported a position in VGIT as recently as Q3 2021.

Elm Partners Management first reported a position in VGIT in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.77M in Q1 2019. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Elm Partners Management held 3,712 shares of Vanguard Intermediate-Term Treasury ETF worth $221K as of Q1 2026.
Vanguard Intermediate-Term Treasury ETF was a new Elm Partners Management position in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Elm Partners Management's portfolio in Q1 2026, its #150 holding.
Elm Partners Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and has held it in 11 quarters since.
Elm Partners Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.77M in Q1 2019.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.