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EP Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

EP Wealth Advisors’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 		$2.21M Buy
37,056
+7,220
+24% +$433K 0.01% 460
2025
Q4 		$1.79M Buy
+29,836
New +$1.79M 0.01% 470
2025
Q2 		$862K Sell
14,405
-3,519
-20% -$208K 0.01% 601
2025
Q1 		$1.06M Sell
17,924
-5,518
-24% -$323K 0.01% 486
2024
Q4 		$1.36M Sell
23,442
-9,384
-29% -$552K 0.01% 424
2024
Q3 		$1.98M Sell
32,826
-5,101
-13% -$304K 0.02% 361
2024
Q2 		$2.21M Buy
37,927
+35,322
+1,356% +$2.04M 0.02% 261
2024
Q1 		$153K Sell
2,605
-2,547
-49% -$149K ﹤0.01% 765
2023
Q4 		$306K Buy
+5,152
New +$297K ﹤0.01% 612
2023
Q2 		– Sell
-48,297
Closed -$4.68M – 727
2023
Q1 		$4.68M Sell
48,297
-5,692
-11% -$337K 0.08% 141
2022
Q4 		$3.16M Buy
53,989
+405
+0.8% +$23.7K 0.06% 172
2022
Q3 		$3.13M Buy
53,584
+526
+1% +$31.9K 0.07% 150
2022
Q2 		$3.25M Sell
53,058
-1,647
-3% -$101K 0.07% 147
2022
Q1 		$3.44M Sell
54,705
-5,860
-10% -$379K 0.08% 146
2021
Q4 		$4.03M Sell
60,565
-16,021
-21% -$1.07M 0.1% 122
2021
Q3 		$5.17M Sell
76,586
-41,900
-35% -$2.86M 0.14% 88
2021
Q2 		$8.04M Sell
118,486
-76,200
-39% -$5.16M 0.22% 73
2021
Q1 		$13.1M Sell
194,686
-73,608
-27% -$5.03M 0.42% 51
2020
Q4 		$18.6M Buy
+268,294
New +$18.8M 0.65% 35

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
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

EP Wealth Advisors's VGIT Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 24% in Q1 2026, buying an estimated $433K and bringing the position to 37,056 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #460.

EP Wealth Advisors first reported a position in VGIT in Q4 2020 and has held it in 19 quarters since. The position peaked at $18.6M in Q4 2020. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • EP Wealth Advisors held 37,056 shares of Vanguard Intermediate-Term Treasury ETF worth $2.21M as of Q1 2026.
  • EP Wealth Advisors bought 7,220 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $433K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #460 holding.
  • EP Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 19 quarters since.
  • EP Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $18.6M in Q4 2020.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.