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Larson Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Larson Financial Group’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 		$80.6K Buy
1,354
+1,240
+1,088% +$74.3K ﹤0.01% 1095
2025
Q4 		$6.83K Sell
114
-6
-5% -$361 ﹤0.01% 2327
2025
Q3 		$7.2K Sell
120
-71
-37% -$4.24K ﹤0.01% 2197
2025
Q2 		$11.4K Buy
191
+25
+15% +$1.48K ﹤0.01% 1748
2025
Q1 		$9.86K Buy
166
+142
+592% +$8.31K ﹤0.01% 1638
2024
Q4 		$1.39K Hold
24
– – ﹤0.01% 1955
2024
Q3 		$1.45K Hold
24
– – ﹤0.01% 1910
2024
Q2 		$1.4K Hold
24
– – ﹤0.01% 1651
2024
Q1 		$1.41K Hold
24
– – ﹤0.01% 1412
2023
Q4 		$1.42K Sell
24
-119
-83% -$6.86K ﹤0.01% 1411
2023
Q3 		$8.17K Hold
143
– – ﹤0.01% 1054
2023
Q2 		$8.39K Hold
143
– – ﹤0.01% 987
2023
Q1 		$8.57K Hold
143
– – ﹤0.01% 969
2022
Q4 		$8.36K Hold
143
– – ﹤0.01% 912
2022
Q3 		$8K Hold
143
– – ﹤0.01% 863
2022
Q2 		$9K Hold
143
– – ﹤0.01% 767
2022
Q1 		$9K Hold
143
– – ﹤0.01% 693
2021
Q4 		$10K Hold
143
– – ﹤0.01% 696
2021
Q3 		$10K Buy
143
+119
+496% +$8.11K ﹤0.01% 599
2021
Q2 		$2K Hold
24
– – ﹤0.01% 741
2021
Q1 		$2K Sell
24
-256
-91% -$17.5K ﹤0.01% 733
2020
Q4 		$19K Buy
280
+3
+1% +$210 0.01% 390
2020
Q3 		$20K Sell
277
-1,135
-80% -$80.1K 0.01% 331
2020
Q2 		$100K Buy
1,412
+6
+0.4% +$422 0.05% 135
2020
Q1 		$99K Sell
1,406
-152
-10% -$10.3K 0.06% 109
2019
Q4 		$103K Sell
1,558
-352
-18% -$23.3K 0.06% 103
2019
Q3 		$127K Buy
1,910
+31
+2% +$2.06K 0.08% 97
2019
Q2 		$124K Buy
1,879
+11
+0.6% +$712 0.09% 74
2019
Q1 		$120K Sell
1,868
-22
-1% -$1.4K 0.1% 74
2018
Q4 		$120K Buy
+1,890
New +$118K 0.11% 71

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

Larson Financial Group's VGIT Position: Q1 2026 in Review

Larson Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1,088% in Q1 2026, buying an estimated $74.3K and bringing the position to 1,354 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Larson Financial Group first reported a position in VGIT in Q4 2018 and has held it in 30 quarters since. The position peaked at $127K in Q3 2019. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Larson Financial Group held 1,354 shares of Vanguard Intermediate-Term Treasury ETF worth $80.6K as of Q1 2026.
  • Larson Financial Group bought 1,240 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $74.3K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1095 holding.
  • Larson Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $127K in Q3 2019.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.