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

Exencial 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 		$341K Hold
5,720
– – 0.01% 458
2025
Q4 		$343K Buy
5,720
+181
+3% +$10.9K 0.01% 451
2025
Q3 		$333K Buy
5,539
+25
+0.5% +$1.49K 0.01% 434
2025
Q2 		$330K Sell
5,514
-4,502
-45% -$266K 0.01% 423
2025
Q1 		$595K Buy
10,016
+3,899
+64% +$228K 0.02% 346
2024
Q4 		$355K Sell
6,117
-608
-9% -$35.7K 0.01% 410
2024
Q3 		$406K Buy
6,725
+83
+1% +$4.95K 0.01% 393
2024
Q2 		$387K Buy
6,642
+107
+2% +$6.19K 0.01% 396
2024
Q1 		$383K Buy
6,535
+103
+2% +$6.04K 0.01% 404
2023
Q4 		$382K Buy
6,432
+831
+15% +$47.9K 0.02% 389
2023
Q3 		$320K Buy
5,601
+87
+2% +$5.04K 0.02% 359
2023
Q2 		$323K Hold
5,514
– – 0.01% 355
2023
Q1 		$331K Hold
5,514
– – 0.02% 340
2022
Q4 		$322K Sell
5,514
-133
-2% -$7.78K 0.02% 347
2022
Q3 		$329K Buy
5,647
+133
+2% +$8.06K 0.02% 327
2022
Q2 		$337K Buy
5,514
+2,129
+63% +$130K 0.02% 330
2022
Q1 		$213K Hold
3,385
– – 0.01% 423
2021
Q4 		$225K Buy
+3,385
New +$227K 0.01% 440
2021
Q3 		– Sell
-3,385
Closed -$230K – 455
2021
Q2 		$230K Hold
3,385
– – 0.01% 417
2021
Q1 		$228K Hold
3,385
– – 0.01% 398
2020
Q4 		$235K Hold
3,385
– – 0.02% 342
2020
Q3 		$239K Hold
3,385
– – 0.01% 327
2020
Q2 		$239K Hold
3,385
– – 0.02% 287
2020
Q1 		$239K Buy
+3,385
New +$230K 0.04% 211

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

Exencial Wealth Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 5,720 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #458.

Exencial Wealth Advisors first reported a position in VGIT in Q1 2020 and has held it in 24 quarters since. The position peaked at $595K in Q1 2025. 960 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Exencial Wealth Advisors held 5,720 shares of Vanguard Intermediate-Term Treasury ETF worth $341K as of Q1 2026.
  • Exencial Wealth Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #458 holding.
  • Exencial Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $595K in Q1 2025.
  • 960 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.