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

Evergreen Wealth 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 		$3.11M Sell
52,701
-14,958
-22% -$884K 1.87% 15
2026
Q1 		$4.03M Buy
+67,659
New +$4.05M 3.08% 5

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evergreen Wealth Partners's VGIT Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 22% in Q2 2026, selling an estimated $884K and leaving 52,701 shares worth $3.11M. The position accounts for 1.87% of the portfolio, ranked #15.

Evergreen Wealth Partners first reported a position in VGIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.03M in Q1 2026. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Evergreen Wealth Partners held 52,701 shares of Vanguard Intermediate-Term Treasury ETF worth $3.11M as of Q2 2026.
  • Evergreen Wealth Partners sold 14,958 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $884K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.87% of Evergreen Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Evergreen Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $4.03M in Q1 2026.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.