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

Evelyn Partners Asset 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	$78.3K	Hold	1,315	–	–	0.02%	149
2025 Q4	$78.8K	Hold	1,315	–	–	0.02%	136
2025 Q3	$78.9K	Hold	1,315	–	–	0.02%	129
2025 Q2	$78.7K	Hold	1,315	–	–	0.02%	118
2025 Q1	$78.1K	Hold	1,315	–	–	0.02%	119
2024 Q4	$76.3K	Buy	+1,315	New	+$77.3K	0.02%	119

Other funds holding VGIT

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

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

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

ERSOT

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

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

SCM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Evelyn Partners Asset Management's VGIT Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 1,315 shares worth $78.3K. The position accounts for 0.02% of the portfolio, ranked #149.

Evelyn Partners Asset Management first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $78.9K in Q3 2025. 960 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Evelyn Partners Asset Management held 1,315 shares of Vanguard Intermediate-Term Treasury ETF worth $78.3K as of Q1 2026.
Evelyn Partners Asset Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #149 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $78.9K in Q3 2025.
960 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.