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

Kingsview 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 		$765K Sell
12,853
-3,045
-19% -$182K 0.01% 758
2025
Q4 		$953K Buy
15,898
+962
+6% +$57.9K 0.01% 656
2025
Q3 		$897K Sell
14,936
-3,395
-19% -$203K 0.01% 640
2025
Q2 		$1.1M Sell
18,331
-1,354
-7% -$80.1K 0.02% 560
2025
Q1 		$1.17M Sell
19,685
-5,877
-23% -$344K 0.02% 507
2024
Q4 		$1.48M Sell
25,562
-901,156
-97% -$53M 0.03% 461
2024
Q3 		$56M Buy
926,718
+162,735
+21% +$9.71M 1.18% 13
2024
Q2 		$44.5M Buy
763,983
+67,327
+10% +$3.89M 1.05% 17
2024
Q1 		$40.8M Buy
696,656
+55,572
+9% +$3.26M 1.02% 15
2023
Q4 		$38M Buy
641,084
+183,663
+40% +$10.6M 1.14% 12
2023
Q3 		$26.1M Buy
457,421
+118,166
+35% +$6.85M 0.94% 12
2023
Q2 		$19.9M Sell
339,255
-161
-0% -$9.6K 0.78% 20
2023
Q1 		$20.4M Buy
339,416
+17,630
+5% +$1.04M 0.85% 18
2022
Q4 		$18.8M Buy
321,786
+16,052
+5% +$938K 0.82% 21
2022
Q3 		$17.8M Buy
305,734
+130,023
+74% +$7.88M 0.85% 17
2022
Q2 		$10.7M Buy
175,711
+53,659
+44% +$3.29M 0.51% 38
2022
Q1 		$7.68M Buy
122,052
+10,203
+9% +$660K 0.34% 68
2021
Q4 		$7.43M Buy
111,849
+23,767
+27% +$1.59M 0.31% 70
2021
Q3 		$5.95M Buy
88,082
+28,683
+48% +$1.96M 0.28% 80
2021
Q2 		$4.02M Buy
59,399
+46,679
+367% +$3.16M 0.2% 121
2021
Q1 		$856K Buy
+12,720
New +$870K 0.05% 372
2017
Q3 		– Sell
-4,703
Closed -$304K – 418
2017
Q2 		$304K Buy
4,703
+369
+9% +$23.9K 0.16% 183
2017
Q1 		$279K Buy
+4,334
New +$278K 0.17% 185

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

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

Kingsview Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q1 2026, selling an estimated $182K and leaving 12,853 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #758.

Kingsview Wealth Management first reported a position in VGIT in Q1 2017 and has held it in 23 quarters since. The position peaked at $56M in Q3 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Kingsview Wealth Management held 12,853 shares of Vanguard Intermediate-Term Treasury ETF worth $765K as of Q1 2026.
  • Kingsview Wealth Management sold 3,045 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $182K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #758 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and has held it in 23 quarters since.
  • Kingsview Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $56M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.