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 Q2	$682K	Buy	11,560 +474	+4%	+$28K	0.04%	245
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

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

Icon Wealth Advisors's VGIT Position: Q2 2026 in Review

Icon Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.3% in Q2 2026, buying an estimated $28K and bringing the position to 11,560 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #245.

Icon Wealth Advisors first reported a position in VGIT in Q3 2022 and has held it in 12 quarters since. The position peaked at $779K in Q3 2024. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Icon Wealth Advisors held 11,560 shares of Vanguard Intermediate-Term Treasury ETF worth $682K as of Q2 2026.
Icon Wealth Advisors bought 474 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $28K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #245 holding.
Icon Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $779K in Q3 2024.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.