Investment Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Investment Advisory Group’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	$1.51M	Buy	25,273 +4,354	+21%	+$261K	0.38%	61
2025 Q4	$1.25M	Buy	20,919 +3,479	+20%	+$209K	0.32%	67
2025 Q3	$1.05M	Buy	17,440 +2,627	+18%	+$157K	0.28%	71
2025 Q2	$886K	Buy	14,813 +20	+0.1%	+$1.18K	0.27%	72
2025 Q1	$879K	Buy	14,793 +2,835	+24%	+$166K	0.29%	72
2024 Q4	$694K	Buy	11,958 +4,698	+65%	+$276K	0.23%	80
2024 Q3	$439K	Buy	7,260 +1,756	+32%	+$105K	0.15%	104
2024 Q2	$321K	Buy	+5,504	New	+$318K	0.12%	114

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

Investment Advisory Group's VGIT Position: Q1 2026 in Review

Investment Advisory Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 21% in Q1 2026, buying an estimated $261K and bringing the position to 25,273 shares worth $1.51M. The position accounts for 0.38% of the portfolio, ranked #61.

Investment Advisory Group first reported a position in VGIT in Q2 2024 and has held it in 8 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Investment Advisory Group held 25,273 shares of Vanguard Intermediate-Term Treasury ETF worth $1.51M as of Q1 2026.
Investment Advisory Group bought 4,354 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $261K.
Vanguard Intermediate-Term Treasury ETF made up 0.38% of Investment Advisory Group's portfolio in Q1 2026, its #61 holding.
Investment Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.