Genesis Private Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Genesis Private 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	$4M	Buy	67,887 +2,625	+4%	+$155K	1.13%	29
2026 Q1	$3.89M	Sell	65,262 -1,941	-3%	-$116K	1.22%	26
2025 Q4	$4.03M	Buy	67,203 +5,226	+8%	+$314K	1.25%	25
2025 Q3	$3.72M	Buy	61,977 +2,019	+3%	+$121K	1.56%	20
2025 Q2	$3.59M	Buy	59,958 +93	+0.2%	+$5.5K	1.69%	19
2025 Q1	$3.56M	Buy	59,865 +2,239	+4%	+$131K	1.89%	18
2024 Q4	$3.34M	Buy	+57,626	New	+$3.39M	1.84%	18

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Genesis Private Wealth's VGIT Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4% in Q2 2026, buying an estimated $155K and bringing the position to 67,887 shares worth $4M. The position accounts for 1.13% of the portfolio, ranked #29.

Genesis Private Wealth first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.03M in Q4 2025. 241 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Genesis Private Wealth held 67,887 shares of Vanguard Intermediate-Term Treasury ETF worth $4M as of Q2 2026.
Genesis Private Wealth bought 2,625 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $155K.
Vanguard Intermediate-Term Treasury ETF made up 1.13% of Genesis Private Wealth's portfolio in Q2 2026, its #29 holding.
Genesis Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $4.03M in Q4 2025.
241 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.