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Kestra Private Wealth Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kestra Private Wealth Services’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 		$4.09M Buy
68,656
+18,849
+38% +$1.13M 0.05% 371
2025
Q4 		$2.98M Buy
49,807
+21,109
+74% +$1.27M 0.04% 429
2025
Q3 		$1.72M Sell
28,698
-222
-0.8% -$13.3K 0.02% 575
2025
Q2 		$1.73M Buy
28,920
+2,579
+10% +$153K 0.02% 542
2025
Q1 		$1.56M Sell
26,341
-3,207
-11% -$188K 0.03% 530
2024
Q4 		$1.71M Sell
29,548
-45,789
-61% -$2.69M 0.03% 477
2024
Q3 		$4.55M Sell
75,337
-9,928
-12% -$592K 0.08% 239
2024
Q2 		$4.96M Buy
85,265
+24,620
+41% +$1.42M 0.1% 221
2024
Q1 		$3.55M Buy
60,645
+37,213
+159% +$2.18M 0.08% 259
2023
Q4 		$1.39M Buy
23,432
+2,383
+11% +$137K 0.04% 437
2023
Q3 		$1.2M Buy
21,049
+847
+4% +$49.1K 0.04% 414
2023
Q2 		$1.19M Buy
20,202
+3,958
+24% +$236K 0.04% 402
2023
Q1 		$974K Buy
+16,244
New +$962K 0.04% 414
2022
Q3 		– Sell
-5,295
Closed -$324K – 966
2022
Q2 		$324K Sell
5,295
-364
-6% -$22.3K 0.02% 633
2022
Q1 		$356K Sell
5,659
-4,254
-43% -$275K 0.02% 692
2021
Q4 		$659K Sell
9,913
-627
-6% -$42K 0.03% 503
2021
Q3 		$712K Sell
10,540
-603
-5% -$41.1K 0.04% 454
2021
Q2 		$756K Sell
11,143
-503
-4% -$34K 0.05% 411
2021
Q1 		$783K Sell
11,646
-702
-6% -$48K 0.05% 350
2020
Q4 		$857K Sell
12,348
-9,174
-43% -$642K 0.06% 308
2020
Q3 		$1.52M Buy
+21,522
New +$1.52M 0.13% 170

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

Kestra Private Wealth Services's VGIT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 38% in Q1 2026, buying an estimated $1.13M and bringing the position to 68,656 shares worth $4.09M. The position accounts for 0.05% of the portfolio, ranked #371.

Kestra Private Wealth Services first reported a position in VGIT in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.96M in Q2 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Kestra Private Wealth Services held 68,656 shares of Vanguard Intermediate-Term Treasury ETF worth $4.09M as of Q1 2026.
  • Kestra Private Wealth Services bought 18,849 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.13M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #371 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Vanguard Intermediate-Term Treasury ETF position peaked at $4.96M in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.