High Note Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

High Note Wealth’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	$12.8K	Buy	215 +184	+594%	+$11K	﹤0.01%	330
2025 Q4	$1.86K	Hold	31	–	–	﹤0.01%	781
2025 Q3	$1.86K	Sell	31 -710	-96%	-$42.4K	﹤0.01%	699
2025 Q2	$44.3K	Sell	741 -122	-14%	-$7.22K	0.01%	182
2025 Q1	$51.3K	Sell	863 -404	-32%	-$23.6K	0.01%	171
2024 Q4	$73.5K	Buy	+1,267	New	+$74.5K	0.02%	150
2022 Q2	–	Sell	-11,871	Closed	-$746K	–	102
2022 Q1	$746K	Sell	11,871 -31,915	-73%	-$2.06M	0.26%	59
2021 Q4	$2.3M	Sell	43,786 -2,501	-5%	-$168K	0.78%	39
2021 Q3	$3.06M	Sell	46,287 -2,327	-5%	-$159K	1.1%	32
2021 Q2	$3.29M	Sell	48,614 -431	-0.9%	-$29.2K	1.2%	27
2021 Q1	$3.3M	Buy	49,045 +4,516	+10%	+$309K	1.28%	23
2020 Q4	$3.09M	Buy	+44,529	New	+$3.11M	1.31%	23

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

High Note Wealth's VGIT Position: Q1 2026 in Review

High Note Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 594% in Q1 2026, buying an estimated $11K and bringing the position to 215 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

High Note Wealth first reported a position in VGIT in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.3M in Q1 2021. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

High Note Wealth held 215 shares of Vanguard Intermediate-Term Treasury ETF worth $12.8K as of Q1 2026.
High Note Wealth bought 184 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $11K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #330 holding.
High Note Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 12 quarters since.
High Note Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $3.3M in Q1 2021.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.