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

KW 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
2025
Q4 		– Sell
-3,481
Closed -$209K – 86
2025
Q3 		$209K Buy
+3,481
New +$208K 0.36% 72

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KW Wealth Management's VGIT Position: Q4 2025 in Review

KW Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 3,481 shares — an estimated $209K sold.

KW Wealth Management first reported a position in VGIT in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 923 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

  • KW Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • KW Wealth Management sold 3,481 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $209K.
  • KW Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • KW Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $209K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on KW Wealth Management's 13F filing for Q4 2025, filed 25 Feb 2026.