Golden State Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Golden State Wealth 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	$192K	Buy	3,250 +3,067	+1,676%	+$181K	0.02%	425
2026 Q1	$10.9K	Buy	183 +99	+118%	+$5.93K	﹤0.01%	1071
2025 Q4	$5.05K	Buy	84 +1	+1%	+$60	﹤0.01%	1240
2025 Q3	$5.02K	Sell	83 -1,342	-94%	-$80.1K	﹤0.01%	1251
2025 Q2	$85.2K	Sell	1,425 -1,346	-49%	-$79.7K	0.01%	525
2025 Q1	$165K	Sell	2,771 -387	-12%	-$22.6K	0.02%	366
2024 Q4	$183K	Buy	+3,158	New	+$186K	0.03%	333
2019 Q4	–	Sell	-1,841	Closed	-$123K	–	911
2019 Q3	$123K	Hold	1,841	–	–	0.04%	284
2019 Q2	$121K	Buy	+1,841	New	+$119K	0.04%	308

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

Golden State Wealth Management's VGIT Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1,676% in Q2 2026, buying an estimated $181K and bringing the position to 3,250 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #425.

Golden State Wealth Management first reported a position in VGIT in Q2 2019 and has held it in 9 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Golden State Wealth Management held 3,250 shares of Vanguard Intermediate-Term Treasury ETF worth $192K as of Q2 2026.
Golden State Wealth Management bought 3,067 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $181K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #425 holding.
Golden State Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and has held it in 9 quarters since.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.