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

Essential 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 Q2	$80.2K	Sell	1,359 -43	-3%	-$2.54K	0.04%	479
2026 Q1	$83.5K	Buy	1,402 +6	+0.4%	+$359	0.03%	467
2025 Q4	$83.7K	Buy	1,396 +13	+0.9%	+$782	0.03%	491
2025 Q3	$83K	Buy	1,383 +9	+0.7%	+$537	0.03%	474
2025 Q2	$82.2K	Buy	+1,374	New	+$81.3K	0.03%	379

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Essential Partners's VGIT Position: Q2 2026 in Review

Essential Partners reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.1% in Q2 2026, selling an estimated $2.54K and leaving 1,359 shares worth $80.2K. The position accounts for 0.04% of the portfolio, ranked #479.

Essential Partners first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $83.7K in Q4 2025. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Essential Partners held 1,359 shares of Vanguard Intermediate-Term Treasury ETF worth $80.2K as of Q2 2026.
Essential Partners sold 43 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.54K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Essential Partners's portfolio in Q2 2026, its #479 holding.
Essential Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $83.7K in Q4 2025.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.