Icon Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Icon Wealth Advisors’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	$657K	Hold	11,086	–	–	0.04%	227
2025 Q4	$664K	Buy	11,086 +391	+4%	+$23.5K	0.04%	224
2025 Q3	$642K	Hold	10,695	–	–	0.04%	234
2025 Q2	$640K	Hold	10,695	–	–	0.05%	220
2025 Q1	$635K	Hold	10,695	–	–	0.05%	189
2024 Q4	$620K	Sell	10,695 -2,201	-17%	-$129K	0.05%	190
2024 Q3	$779K	Buy	+12,896	New	+$770K	0.06%	161
2024 Q2	–	Sell	-13,059	Closed	-$765K	–	497
2024 Q1	$765K	Buy	13,059 +11,109	+570%	+$652K	0.07%	158
2023 Q4	$116K	Buy	+1,950	New	+$112K	0.01%	407
2022 Q4	$256K	Buy	4,381 +2,431	+125%	+$142K	0.03%	276
2022 Q3	$114K	Buy	+1,950	New	+$118K	0.01%	380

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

Icon Wealth Advisors's VGIT Position: Q1 2026 in Review

Icon Wealth Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 11,086 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #227.

Icon Wealth Advisors first reported a position in VGIT in Q3 2022 and has held it in 11 quarters since. The position peaked at $779K in Q3 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Icon Wealth Advisors held 11,086 shares of Vanguard Intermediate-Term Treasury ETF worth $657K as of Q1 2026.
Icon Wealth Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #227 holding.
Icon Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $779K in Q3 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.