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 Q2	$1.03M	Buy	17,393 +3,985	+30%	+$235K	0.16%	130
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

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

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

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

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Holistic Planning's VGIT Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 30% in Q2 2026, buying an estimated $235K and bringing the position to 17,393 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #130.

Holistic Planning first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Holistic Planning held 17,393 shares of Vanguard Intermediate-Term Treasury ETF worth $1.03M as of Q2 2026.
Holistic Planning bought 3,985 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $235K.
Vanguard Intermediate-Term Treasury ETF made up 0.16% of Holistic Planning's portfolio in Q2 2026, its #130 holding.
Holistic Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.