Estate Counselors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Estate Counselors’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	$1.09M	Buy	+18,245	New	+$1.09M	0.1%	65
2023 Q3	–	Sell	-23,085	Closed	-$1.35M	–	135
2023 Q2	$1.35M	Buy	23,085 +13,240	+134%	+$789K	0.17%	81
2023 Q1	$590K	Buy	9,845 +345	+4%	+$20.4K	0.08%	111
2022 Q4	$556K	Buy	9,500 +8,270	+672%	+$483K	0.08%	121
2022 Q3	$71K	Sell	1,230 -50	-4%	-$3.03K	0.01%	128
2022 Q2	$78K	Sell	1,280 -335	-21%	-$20.5K	0.01%	124
2022 Q1	$101K	Buy	+1,615	New	+$104K	0.01%	125
2020 Q3	–	Sell	-74,300	Closed	-$5.24M	–	145
2020 Q2	$5.24M	Buy	74,300 +4,450	+6%	+$313K	0.84%	38
2020 Q1	$4.93M	Hold	69,850	–	–	0.81%	41
2019 Q4	$4.6M	Buy	69,850 +900	+1%	+$59.7K	0.68%	46
2019 Q3	$4.6M	Sell	68,950 -11,100	-14%	-$737K	0.71%	43
2019 Q2	$5.28M	Buy	80,050 +56,600	+241%	+$3.66M	0.83%	40
2019 Q1	$1.51M	Buy	+23,450	New	+$1.49M	0.26%	51

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

Estate Counselors's VGIT Position: Q1 2026 in Review

Estate Counselors opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 18,245 shares worth $1.09M. The stake represents 0.1% of the portfolio and ranks #65 among its holdings. This is a return to the name: Estate Counselors previously reported a position in VGIT as recently as Q2 2023.

Estate Counselors first reported a position in VGIT in Q1 2019 and has held it in 13 quarters since. The position peaked at $5.28M in Q2 2019. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Estate Counselors held 18,245 shares of Vanguard Intermediate-Term Treasury ETF worth $1.09M as of Q1 2026.
Vanguard Intermediate-Term Treasury ETF was a new Estate Counselors position in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.1% of Estate Counselors's portfolio in Q1 2026, its #65 holding.
Estate Counselors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and has held it in 13 quarters since.
Estate Counselors's Vanguard Intermediate-Term Treasury ETF position peaked at $5.28M in Q2 2019.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.