Institute for Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Institute for Wealth Management’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	$82.6K	Buy	+1,400	New	+$82.7K	0.01%	737
2022 Q3	–	Sell	-7,500	Closed	-$459K	–	526
2022 Q2	$459K	Buy	+7,500	New	+$459K	0.09%	293

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

Institute for Wealth Management's VGIT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 1,400 shares worth $82.6K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VGIT as recently as Q2 2022.

Institute for Wealth Management first reported a position in VGIT in Q2 2022 and has held it in 2 quarters since. The position peaked at $459K in Q2 2022. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Institute for Wealth Management held 1,400 shares of Vanguard Intermediate-Term Treasury ETF worth $82.6K as of Q2 2026.
Vanguard Intermediate-Term Treasury ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #737 holding.
Institute for Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 2 quarters since.
Institute for Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $459K in Q2 2022.
982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.