Houlihan Financial Resource Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Houlihan Financial Resource Group’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	$669K	Hold	11,228	–	–	0.26%	67
2025 Q4	$673K	Buy	11,228 +7,475	+199%	+$450K	0.26%	67
2025 Q3	$225K	Sell	3,753 -8,525	-69%	-$509K	0.2%	70
2025 Q2	$733K	Hold	12,278	–	–	0.3%	59
2025 Q1	$729K	Sell	12,278 -760	-6%	-$44.5K	0.33%	52
2024 Q4	$756K	Sell	13,038 -470	-3%	-$27.6K	0.32%	54
2024 Q3	$816K	Sell	13,508 -500	-4%	-$29.8K	0.34%	52
2024 Q2	$816K	Hold	14,008	–	–	0.56%	35
2024 Q1	$820K	Sell	14,008 -200	-1%	-$11.7K	0.37%	49
2023 Q4	$843K	Sell	14,208 -6,750	-32%	-$389K	0.41%	44
2023 Q3	$1.19M	Sell	20,958 -501,363	-96%	-$29.1M	0.64%	36
2023 Q2	$31.1M	Buy	522,321 +501,138	+2,366%	+$29.9M	0.97%	23
2023 Q1	$1.27M	Buy	21,183 +213	+1%	+$12.6K	0.69%	34
2022 Q4	$1.24M	Sell	20,970 -2,000	-9%	-$117K	0.71%	34
2022 Q3	$1.35M	Buy	+22,970	New	+$1.39M	0.82%	34
2020 Q3	$1.69M	Buy	+24,250	New	+$1.71M	0.98%	33
2020 Q1	$1.49M	Buy	21,160 +1,995	+10%	+$135K	1.3%	24
2019 Q4	$1.26M	Buy	+19,165	New	+$1.27M	0.82%	35

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

Houlihan Financial Resource Group's VGIT Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 11,228 shares worth $669K. The position accounts for 0.26% of the portfolio, ranked #67.

Houlihan Financial Resource Group first reported a position in VGIT in Q4 2019 and has held it in 18 quarters since. The position peaked at $31.1M in Q2 2023. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Houlihan Financial Resource Group held 11,228 shares of Vanguard Intermediate-Term Treasury ETF worth $669K as of Q1 2026.
Houlihan Financial Resource Group left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.26% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #67 holding.
Houlihan Financial Resource Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's Vanguard Intermediate-Term Treasury ETF position peaked at $31.1M in Q2 2023.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.