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Global Wealth Management Investment Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.45M Buy
75,445
+815
+1% +$48.2K 0.63% 56
2026
Q1 		$4.44M Buy
74,630
+2,012
+3% +$121K 0.7% 57
2025
Q4 		$4.35M Buy
72,618
+4,975
+7% +$299K 0.7% 53
2025
Q3 		$4.06M Buy
67,643
+1,515
+2% +$90.5K 0.68% 54
2025
Q2 		$3.96M Sell
66,128
-24,802
-27% -$1.47M 0.74% 50
2025
Q1 		$5.4M Sell
90,930
-3,925
-4% -$230K 1.08% 24
2024
Q4 		$5.5M Buy
94,855
+4,997
+6% +$294K 1.13% 21
2024
Q3 		$5.43M Buy
89,858
+3,670
+4% +$219K 1.17% 22
2024
Q2 		$5.02M Buy
86,188
+64,746
+302% +$3.74M 1.17% 21
2024
Q1 		$1.26M Sell
21,442
-712
-3% -$41.8K 0.31% 84
2023
Q4 		$1.31M Sell
22,154
-2,812
-11% -$162K 0.34% 78
2023
Q3 		$1.43M Sell
24,966
-521
-2% -$30.2K 0.4% 71
2023
Q2 		$1.5M Sell
25,487
-1,462
-5% -$87.2K 0.41% 67
2023
Q1 		$1.62M Sell
26,949
-4,047
-13% -$240K 0.49% 63
2022
Q4 		$1.81M Sell
30,996
-378
-1% -$22.1K 0.59% 59
2022
Q3 		$1.83M Sell
31,374
-2,077
-6% -$126K 0.65% 58
2022
Q2 		$2.05M Sell
33,451
-16,992
-34% -$1.04M 0.69% 52
2022
Q1 		$3.17M Sell
50,443
-5,674
-10% -$367K 0.95% 35
2021
Q4 		$3.73M Sell
56,117
-4,255
-7% -$285K 1.12% 25
2021
Q3 		$4.08M Sell
60,372
-4,817
-7% -$328K 1.29% 22
2021
Q2 		$4.42M Buy
65,189
+10,871
+20% +$736K 1.47% 20
2021
Q1 		$3.65M Buy
54,318
+2,615
+5% +$179K 1.32% 24
2020
Q4 		$3.59M Buy
51,703
+8,241
+19% +$576K 1.39% 22
2020
Q3 		$3.06M Buy
43,462
+949
+2% +$66.9K 1.33% 22
2020
Q2 		$3M Sell
42,513
-20,346
-32% -$1.43M 1.28% 25
2020
Q1 		$4.43M Buy
62,859
+445
+0.7% +$30.2K 2.24% 10
2019
Q4 		$4.11M Buy
62,414
+1,595
+3% +$106K 1.74% 16
2019
Q3 		$4.05M Buy
60,819
+17,197
+39% +$1.14M 1.85% 15
2019
Q2 		$2.88M Buy
43,622
+4,834
+12% +$313K 1.39% 20
2019
Q1 		$2.5M Buy
38,788
+5,693
+17% +$362K 1.3% 26
2018
Q4 		$2.1M Buy
+33,095
New +$2.06M 1.22% 21

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Global Wealth Management Investment Advisory's VGIT Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q2 2026, buying an estimated $48.2K and bringing the position to 75,445 shares worth $4.45M. The position accounts for 0.63% of the portfolio, ranked #56.

Global Wealth Management Investment Advisory first reported a position in VGIT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.5M in Q4 2024. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Global Wealth Management Investment Advisory held 75,445 shares of Vanguard Intermediate-Term Treasury ETF worth $4.45M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 815 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $48.2K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.63% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #56 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $5.5M in Q4 2024.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.