GVAG
VGIT icon

Great Valley Advisor Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Great Valley Advisor Group’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 		$1.1M Buy
18,419
+5,700
+45% +$341K 0.02% 499
2025
Q4 		$762K Buy
12,719
+63
+0.5% +$3.79K 0.01% 532
2025
Q3 		$759K Sell
12,656
-54
-0.4% -$3.22K 0.02% 533
2025
Q2 		$760K Sell
12,710
-1,147
-8% -$67.9K 0.02% 505
2025
Q1 		$823K Sell
13,857
-8,352
-38% -$489K 0.02% 487
2024
Q4 		$1.29M Buy
22,209
+1,045
+5% +$61.4K 0.03% 390
2024
Q3 		$1.28M Sell
21,164
-783
-4% -$46.7K 0.03% 388
2024
Q2 		$1.28M Buy
21,947
+1,366
+7% +$79K 0.04% 345
2024
Q1 		$1.21M Buy
20,581
+1,844
+10% +$108K 0.04% 342
2023
Q4 		$1.11M Buy
18,737
+1,917
+11% +$110K 0.04% 324
2023
Q3 		$961K Buy
16,820
+9,659
+135% +$560K 0.04% 320
2023
Q2 		$420K Buy
7,161
+1,007
+16% +$60K 0.02% 479
2023
Q1 		$369K Sell
6,154
-67,389
-92% -$3.99M 0.02% 487
2022
Q4 		$4.3M Buy
73,543
+68,036
+1,235% +$3.98M 0.22% 111
2022
Q3 		$321K Hold
5,507
– – 0.02% 516
2022
Q2 		$337K Buy
+5,507
New +$337K 0.02% 524

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

Great Valley Advisor Group's VGIT Position: Q1 2026 in Review

Great Valley Advisor Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 45% in Q1 2026, buying an estimated $341K and bringing the position to 18,419 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #499.

Great Valley Advisor Group first reported a position in VGIT in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.3M in Q4 2022. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Great Valley Advisor Group held 18,419 shares of Vanguard Intermediate-Term Treasury ETF worth $1.1M as of Q1 2026.
  • Great Valley Advisor Group bought 5,700 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $341K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #499 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • Great Valley Advisor Group's Vanguard Intermediate-Term Treasury ETF position peaked at $4.3M in Q4 2022.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.