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Holistic Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Holistic Planning’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 		$798K Sell
13,408
-2,383
-15% -$143K 0.16% 122
2025
Q4 		$946K Buy
15,791
+3,950
+33% +$238K 0.2% 97
2025
Q3 		$711K Sell
11,841
-1,458
-11% -$87.1K 0.19% 96
2025
Q2 		$795K Buy
13,299
+233
+2% +$13.8K 0.23% 79
2025
Q1 		$776K Sell
13,066
-153
-1% -$8.95K 0.26% 73
2024
Q4 		$767K Buy
+13,219
New +$777K 0.28% 70

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

Holistic Planning's VGIT Position: Q1 2026 in Review

Holistic Planning reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 15% in Q1 2026, selling an estimated $143K and leaving 13,408 shares worth $798K. The position accounts for 0.16% of the portfolio, ranked #122.

Holistic Planning first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $946K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Holistic Planning held 13,408 shares of Vanguard Intermediate-Term Treasury ETF worth $798K as of Q1 2026.
  • Holistic Planning sold 2,383 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $143K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.16% of Holistic Planning's portfolio in Q1 2026, its #122 holding.
  • Holistic Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Holistic Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $946K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.