Kestra Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kestra Investment 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	$178M	Buy	2,996,562 +2,372,791	+380%	+$142M	3.08%	8
2025 Q4	$37.4M	Buy	623,771 +260,346	+72%	+$15.7M	0.91%	32
2025 Q3	$21.8M	Buy	363,425 +33,667	+10%	+$2.01M	0.59%	37
2025 Q2	$19.7M	Buy	+329,758	New	+$19.5M	0.3%	52
2025 Q1	–	Sell	-477	Closed	-$27.7K	–	1396
2024 Q4	$27.7K	Buy	+477	New	+$28K	﹤0.01%	652

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

Kestra Investment Management's VGIT Position: Q1 2026 in Review

Kestra Investment Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 380% in Q1 2026, buying an estimated $142M and bringing the position to 2,996,562 shares worth $178M. The position accounts for 3.08% of the portfolio, ranked #8.

Kestra Investment Management first reported a position in VGIT in Q4 2024 and has held it in 5 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Kestra Investment Management held 2,996,562 shares of Vanguard Intermediate-Term Treasury ETF worth $178M as of Q1 2026.
Kestra Investment Management bought 2,372,791 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $142M.
Vanguard Intermediate-Term Treasury ETF made up 3.08% of Kestra Investment Management's portfolio in Q1 2026, its #8 holding.
Kestra Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.