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

Focus Partners Wealth’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	$894M	Buy	15,151,246 +1,313,235	+9%	+$77.6M	0.92%	21
2026 Q1	$824M	Buy	13,838,011 +1,271,503	+10%	+$76.2M	0.92%	19
2025 Q4	$753M	Buy	12,566,508 +3,095,022	+33%	+$186M	0.86%	23
2025 Q3	$569M	Buy	9,471,486 +1,011,898	+12%	+$60.4M	0.92%	27
2025 Q2	$506M	Buy	8,459,588 +381,570	+5%	+$22.6M	1.1%	17
2025 Q1	$480M	Buy	8,078,018 +235,951	+3%	+$13.8M	1.2%	14
2024 Q4	$455M	Buy	7,842,067 +831,154	+12%	+$48.9M	1.18%	15
2024 Q3	$424M	Buy	+7,010,913	New	+$418M	1.35%	12
2024 Q2	–	Sell	-5,543	Closed	-$325K	–	1265
2024 Q1	$325K	Buy	5,543 +309	+6%	+$18.1K	﹤0.01%	814
2023 Q4	$310K	Buy	+5,234	New	+$302K	﹤0.01%	663

Other funds holding VGIT

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

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

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

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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Focus Partners Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.5% in Q2 2026, buying an estimated $77.6M and bringing the position to 15,151,246 shares worth $894M. The position accounts for 0.92% of the portfolio, ranked #21.

Focus Partners Wealth first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Focus Partners Wealth held 15,151,246 shares of Vanguard Intermediate-Term Treasury ETF worth $894M as of Q2 2026.
Focus Partners Wealth bought 1,313,235 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $77.6M.
Vanguard Intermediate-Term Treasury ETF made up 0.92% of Focus Partners Wealth's portfolio in Q2 2026, its #21 holding.
Focus Partners Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.