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

GeoWealth 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 		$250K Buy
4,197
+227
+6% +$13.6K 0.01% 669
2025
Q4 		$238K Sell
3,970
-355
-8% -$21.3K 0.01% 630
2025
Q3 		$260K Sell
4,325
-4,403
-50% -$263K 0.01% 629
2025
Q2 		$522K Sell
8,728
-16,880
-66% -$999K 0.02% 394
2025
Q1 		$1.52M Buy
25,608
+20,077
+363% +$1.17M 0.06% 194
2024
Q4 		$321K Sell
5,531
-15,706
-74% -$923K 0.01% 604
2024
Q3 		$1.28M Buy
21,237
+14,232
+203% +$849K 0.05% 252
2024
Q2 		$408K Buy
7,005
+1,227
+21% +$70.9K 0.02% 488
2024
Q1 		$338K Sell
5,778
-1,413
-20% -$82.9K 0.01% 540
2023
Q4 		$426K Sell
7,191
-849
-11% -$48.9K 0.04% 354
2023
Q3 		$459K Sell
8,040
-1,228
-13% -$71.2K 0.05% 210
2023
Q2 		$544K Sell
9,268
-5,996
-39% -$357K 0.06% 164
2023
Q1 		$915K Sell
15,264
-200
-1% -$11.8K 0.11% 103
2022
Q4 		$904K Sell
15,464
-151
-1% -$8.83K 0.1% 121
2022
Q3 		$910K Sell
15,615
-1,706
-10% -$103K 0.1% 121
2022
Q2 		$1.06M Sell
17,321
-355
-2% -$21.7K 0.14% 104
2022
Q1 		$1.11M Sell
17,676
-1,144
-6% -$74K 0.1% 136
2021
Q4 		$1.25M Sell
18,820
-392
-2% -$26.3K 0.1% 135
2021
Q3 		$1.3M Buy
19,212
+199
+1% +$13.6K 0.11% 144
2021
Q2 		$1.29M Sell
19,013
-1,815
-9% -$123K 0.16% 94
2021
Q1 		$1.4M Buy
20,828
+2,037
+11% +$139K 0.22% 76
2020
Q4 		$1.3M Sell
18,791
-4,457
-19% -$312K 0.21% 96
2020
Q3 		$1.64M Buy
+23,248
New +$1.64M 0.5% 64

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

GeoWealth Management's VGIT Position: Q1 2026 in Review

GeoWealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.7% in Q1 2026, buying an estimated $13.6K and bringing the position to 4,197 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #669.

GeoWealth Management first reported a position in VGIT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.64M in Q3 2020. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • GeoWealth Management held 4,197 shares of Vanguard Intermediate-Term Treasury ETF worth $250K as of Q1 2026.
  • GeoWealth Management bought 227 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $13.6K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #669 holding.
  • GeoWealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 23 quarters since.
  • GeoWealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.64M in Q3 2020.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.