Leo Wealth LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Leo Wealth LLC’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	$651K	Sell	10,925 -855	-7%	-$51.2K	0.05%	229
2025 Q4	$706K	Buy	+11,780	New	+$708K	0.05%	219
2025 Q3	–	Sell	-10,924	Closed	-$653K	–	395
2025 Q2	$653K	Buy	+10,924	New	+$647K	0.05%	206
2025 Q1	–	Sell	-111,390	Closed	-$6.46M	–	369
2024 Q4	$6.46M	Buy	+111,390	New	+$6.55M	0.58%	31
2024 Q2	–	Sell	-8,174	Closed	-$479K	–	353
2024 Q1	$479K	Buy	8,174 +43	+0.5%	+$2.52K	0.05%	219
2023 Q4	$482K	Buy	+8,131	New	+$469K	0.05%	209

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Leo Wealth LLC's VGIT Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.3% in Q1 2026, selling an estimated $51.2K and leaving 10,925 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #229.

Leo Wealth LLC first reported a position in VGIT in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.46M in Q4 2024. 957 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Leo Wealth LLC held 10,925 shares of Vanguard Intermediate-Term Treasury ETF worth $651K as of Q1 2026.
Leo Wealth LLC sold 855 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $51.2K.
Vanguard Intermediate-Term Treasury ETF made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #229 holding.
Leo Wealth LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Leo Wealth LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $6.46M in Q4 2024.
957 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.