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

HighMark 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 Q1	–	Sell	-550	Closed	-$33K	–	605
2025 Q4	$33K	Buy	+550	New	+$33.1K	0.01%	204
2024 Q1	–	Sell	-55	Closed	-$3.28K	–	605
2023 Q4	$3.28K	Hold	55	–	–	﹤0.01%	414
2023 Q3	$3.13K	Buy	55 +1	+2%	+$58	﹤0.01%	408
2023 Q2	$3.19K	Sell	54 -152	-74%	-$9.06K	﹤0.01%	410
2023 Q1	$12.3K	Buy	206 +23	+13%	+$1.36K	0.01%	266
2022 Q4	$10.7K	Buy	183 +38	+26%	+$2.22K	0.01%	243
2022 Q3	$8K	Buy	145 +1	+0.7%	+$61	0.01%	278
2022 Q2	$9K	Buy	144 +23	+19%	+$1.41K	0.01%	267
2022 Q1	$8K	Buy	121 +1	+0.8%	+$65	0.01%	310
2021 Q4	$8K	Buy	120 +19	+19%	+$1.27K	0.01%	302
2021 Q3	$7K	Buy	101 +26	+35%	+$1.77K	0.01%	307
2021 Q2	$5K	Buy	+75	New	+$5.08K	﹤0.01%	377

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

HighMark Wealth Management's VGIT Position: Q1 2026 in Review

HighMark Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 550 shares — an estimated $33K sold.

HighMark Wealth Management first reported a position in VGIT in Q2 2021 and held it in 12 quarters. The position peaked at $33K in Q4 2025. 963 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

HighMark Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
HighMark Wealth Management sold 550 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $33K.
HighMark Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and held it in 12 quarters.
HighMark Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $33K in Q4 2025.
963 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.