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

LJI 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 Q2	$2.4M	Sell	40,757 -4,741	-10%	-$280K	0.34%	29
2026 Q1	$2.71M	Sell	45,498 -7,315	-14%	-$438K	0.43%	22
2025 Q4	$3.17M	Buy	52,813 +9,521	+22%	+$573K	0.48%	25
2025 Q3	$2.6M	Buy	43,292 +1,931	+5%	+$115K	0.45%	23
2025 Q2	$2.47M	Buy	41,361 +620	+2%	+$36.7K	0.43%	27
2025 Q1	$2.42M	Sell	40,741 -4,039	-9%	-$236K	0.48%	28
2024 Q4	$2.6M	Buy	44,780 +6	+0%	+$353	0.51%	26
2024 Q3	$2.71M	Buy	44,774 +4	+0%	+$239	0.55%	24
2024 Q2	$2.61M	Buy	44,770 +38,412	+604%	+$2.22M	0.58%	24
2024 Q1	$372K	Sell	6,358 -7,173	-53%	-$421K	0.1%	101
2023 Q4	$803K	Sell	13,531 -7,148	-35%	-$412K	0.21%	59
2023 Q3	$1.18M	Sell	20,679 -768,284	-97%	-$44.5M	0.34%	38
2023 Q2	$1.24M	Buy	788,963 +769,886	+4,036%	+$45.9M	0.36%	35
2023 Q1	$1.14M	Buy	19,077 +3,655	+24%	+$216K	0.36%	34
2022 Q4	$902K	Buy	+15,422	New	+$901K	0.32%	37

Other funds holding VGIT

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LJI Wealth Management's VGIT Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2026, selling an estimated $280K and leaving 40,757 shares worth $2.4M. The position accounts for 0.34% of the portfolio, ranked #29.

LJI Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.17M in Q4 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

LJI Wealth Management held 40,757 shares of Vanguard Intermediate-Term Treasury ETF worth $2.4M as of Q2 2026.
LJI Wealth Management sold 4,741 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $280K.
Vanguard Intermediate-Term Treasury ETF made up 0.34% of LJI Wealth Management's portfolio in Q2 2026, its #29 holding.
LJI Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $3.17M in Q4 2025.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.