Integrated Wealth Concepts
VGIT icon

Integrated Wealth Concepts’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Integrated Wealth Concepts’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 		$11.4M Buy
193,960
+23,127
+14% +$1.37M 0.07% 257
2026
Q1 		$10.2M Buy
+170,833
New +$10.2M 0.08% 248
2023
Q3 		– Sell
-176,945
Closed -$10.4M – 1631
2023
Q2 		$10.4M Buy
+176,945
New +$10.5M 0.18% 136
2022
Q2 		– Sell
-15,959
Closed -$1M – 1078
2022
Q1 		$1M Sell
15,959
-11,764
-42% -$761K 0.03% 392
2021
Q4 		$1.84M Buy
27,723
+2,270
+9% +$152K 0.05% 278
2021
Q3 		$1.72M Buy
25,453
+19,382
+319% +$1.32M 0.06% 269
2021
Q2 		$412K Buy
6,071
+711
+13% +$48.1K 0.01% 572
2021
Q1 		$360K Sell
5,360
-2,625
-33% -$180K 0.01% 547
2020
Q4 		$554K Buy
7,985
+1,648
+26% +$115K 0.03% 387
2020
Q3 		$447K Sell
6,337
-55,758
-90% -$3.93M 0.03% 369
2020
Q2 		$4.38M Buy
62,095
+56,206
+954% +$3.96M 0.32% 64
2020
Q1 		$416K Sell
5,889
-11,455
-66% -$777K 0.04% 253
2019
Q4 		$1.14M Buy
+17,344
New +$1.15M 0.1% 138

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Integrated Wealth Concepts's VGIT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 14% in Q2 2026, buying an estimated $1.37M and bringing the position to 193,960 shares worth $11.4M. The position accounts for 0.07% of the portfolio, ranked #257.

Integrated Wealth Concepts first reported a position in VGIT in Q4 2019 and has held it in 13 quarters since. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Integrated Wealth Concepts held 193,960 shares of Vanguard Intermediate-Term Treasury ETF worth $11.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 23,127 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.37M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #257 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 13 quarters since.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.