Guardian Wealth Advisors (North Carolina)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$218K	Sell	3,658 -1,783	-33%	-$107K	0.01%	336
2025 Q4	$326K	Buy	5,441 +412	+8%	+$24.8K	0.02%	285
2025 Q3	$302K	Sell	5,029 -298	-6%	-$17.8K	0.02%	286
2025 Q2	$319K	Sell	5,327 -743	-12%	-$44K	0.02%	260
2025 Q1	$361K	Buy	6,070 +2	+0%	+$117	0.03%	222
2024 Q4	$352K	Buy	+6,068	New	+$357K	0.03%	231

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VGIT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 33% in Q1 2026, selling an estimated $107K and leaving 3,658 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #336.

Guardian Wealth Advisors (North Carolina) first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q1 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 3,658 shares of Vanguard Intermediate-Term Treasury ETF worth $218K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 1,783 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $107K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #336 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s Vanguard Intermediate-Term Treasury ETF position peaked at $361K in Q1 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.