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 Q2	$216K	Sell	3,656 -541	-13%	-$32K	0.01%	766
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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

GeoWealth Management's VGIT Position: Q2 2026 in Review

GeoWealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q2 2026, selling an estimated $32K and leaving 3,656 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #766.

GeoWealth Management first reported a position in VGIT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.64M in Q3 2020. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

GeoWealth Management held 3,656 shares of Vanguard Intermediate-Term Treasury ETF worth $216K as of Q2 2026.
GeoWealth Management sold 541 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $32K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #766 holding.
GeoWealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 24 quarters since.
GeoWealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.64M in Q3 2020.
981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.