Lugano Financial Advisors SA (LFA)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$3.28M	Buy	55,362 +1,320	+2%	+$79.1K	1.67%	16
2025 Q4	$3.24M	Sell	54,042 -2,486	-4%	-$149K	1.67%	16
2025 Q3	$3.38M	Buy	56,528 +2,524	+5%	+$151K	1.78%	16
2025 Q2	$3.21M	Sell	54,004 -13,215	-20%	-$782K	1.9%	15
2025 Q1	$3.99M	Buy	67,219 +2,132	+3%	+$125K	2.71%	10
2024 Q4	$3.78M	Buy	65,087 +1,634	+3%	+$96K	2.47%	14
2024 Q3	$3.83M	Buy	63,453 +5,839	+10%	+$348K	2.61%	13
2024 Q2	$3.35M	Sell	57,614 -2,432	-4%	-$141K	2.56%	13
2024 Q1	$3.52M	Buy	60,046 +1,483	+3%	+$87K	2.56%	11
2023 Q4	$3.47M	Buy	+58,563	New	+$3.38M	2.73%	12

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s VGIT Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.4% in Q1 2026, buying an estimated $79.1K and bringing the position to 55,362 shares worth $3.28M. The position accounts for 1.67% of the portfolio, ranked #16.

Lugano Financial Advisors SA (LFA) first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.99M in Q1 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 55,362 shares of Vanguard Intermediate-Term Treasury ETF worth $3.28M as of Q1 2026.
Lugano Financial Advisors SA (LFA) bought 1,320 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $79.1K.
Vanguard Intermediate-Term Treasury ETF made up 1.67% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #16 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Lugano Financial Advisors SA (LFA)'s Vanguard Intermediate-Term Treasury ETF position peaked at $3.99M in Q1 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.