Facet Wealth Inc’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Facet Wealth Inc’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	$700K	Buy	11,757 +7,991	+212%	+$479K	0.01%	135
2025 Q4	$225K	Buy	+3,766	New	+$226K	﹤0.01%	272
2024 Q3	–	Sell	-6,036	Closed	-$357K	–	153
2024 Q2	$357K	Buy	+6,036	New	+$349K	0.01%	99
2024 Q1	–	Sell	-5,510	Closed	-$324K	–	130
2023 Q4	$324K	Buy	+5,510	New	+$318K	0.01%	80

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

Facet Wealth Inc's VGIT Position: Q1 2026 in Review

Facet Wealth Inc increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 212% in Q1 2026, buying an estimated $479K and bringing the position to 11,757 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #135.

Facet Wealth Inc first reported a position in VGIT in Q4 2023 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Facet Wealth Inc held 11,757 shares of Vanguard Intermediate-Term Treasury ETF worth $700K as of Q1 2026.
Facet Wealth Inc bought 7,991 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $479K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #135 holding.
Facet Wealth Inc first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 4 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.