JWM
VGIT icon

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

JPL 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
Q1 		$27.5K Buy
+462
New +$27.7K 0.01% 336
2025
Q4 		– Sell
-462
Closed -$27.7K – 1086
2025
Q3 		$27.7K Buy
+462
New +$27.6K 0.01% 337

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

JPL Wealth Management's VGIT Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 462 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in VGIT as recently as Q3 2025.

JPL Wealth Management first reported a position in VGIT in Q3 2025 and has held it in 2 quarters since. The position peaked at $27.7K in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • JPL Wealth Management held 462 shares of Vanguard Intermediate-Term Treasury ETF worth $27.5K as of Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new JPL Wealth Management position in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #336 holding.
  • JPL Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $27.7K in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.