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FLP Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

FLP Wealth 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 		$300K Buy
+5,036
New +$302K 0.62% 45
2025
Q2 		– Sell
-6,729
Closed -$400K – 65
2025
Q1 		$400K Buy
6,729
+3,324
+98% +$194K 1.27% 24
2024
Q4 		$198K Buy
+3,405
New +$200K 0.5% 42

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

FLP Wealth Management's VGIT Position: Q1 2026 in Review

FLP Wealth Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 5,036 shares worth $300K. The stake represents 0.62% of the portfolio and ranks #45 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in VGIT as recently as Q1 2025.

FLP Wealth Management first reported a position in VGIT in Q4 2024 and has held it in 3 quarters since. The position peaked at $400K in Q1 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • FLP Wealth Management held 5,036 shares of Vanguard Intermediate-Term Treasury ETF worth $300K as of Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new FLP Wealth Management position in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.62% of FLP Wealth Management's portfolio in Q1 2026, its #45 holding.
  • FLP Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • FLP Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $400K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.