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

Greenline 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 		$231K Buy
+3,911
New +$231K 0.19% 108
2026
Q1 		– Sell
-2,280
Closed -$137K – 500
2025
Q4 		$137K Buy
+2,280
New +$137K 0.14% 116

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

Greenline Wealth Management's VGIT Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 3,911 shares worth $231K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in VGIT as recently as Q4 2025.

Greenline Wealth Management first reported a position in VGIT in Q4 2025 and has held it in 2 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Greenline Wealth Management held 3,911 shares of Vanguard Intermediate-Term Treasury ETF worth $231K as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Greenline Wealth Management position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.19% of Greenline Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Greenline Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.