IEQ Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

IEQ Capital’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	$1.18M	Buy	19,760 +2,217	+13%	+$133K	0.01%	970
2025 Q4	$1.05M	Buy	17,543 +5,969	+52%	+$359K	﹤0.01%	1025
2025 Q3	$695K	Sell	11,574 -14,560	-56%	-$869K	﹤0.01%	1159
2025 Q2	$1.56M	Buy	26,134 +6,052	+30%	+$358K	0.01%	717
2025 Q1	$1.19M	Buy	20,082 +13,923	+226%	+$814K	0.01%	708
2024 Q4	$357K	Sell	6,159 -3,157	-34%	-$186K	﹤0.01%	962
2024 Q3	$563K	Buy	+9,316	New	+$556K	0.01%	718

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

IEQ Capital's VGIT Position: Q1 2026 in Review

IEQ Capital increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q1 2026, buying an estimated $133K and bringing the position to 19,760 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #970.

IEQ Capital first reported a position in VGIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q2 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

IEQ Capital held 19,760 shares of Vanguard Intermediate-Term Treasury ETF worth $1.18M as of Q1 2026.
IEQ Capital bought 2,217 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $133K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #970 holding.
IEQ Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
IEQ Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $1.56M in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.