LWM Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

LWM Advisory Services’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	$335K	Buy	+5,680	New	+$336K	0.6%	54

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

LWM Advisory Services's VGIT Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 5,680 shares worth $335K. The stake represents 0.6% of the portfolio and ranks #54 among its holdings.

972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

LWM Advisory Services held 5,680 shares of Vanguard Intermediate-Term Treasury ETF worth $335K as of Q2 2026.
Vanguard Intermediate-Term Treasury ETF was a new LWM Advisory Services position in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.6% of LWM Advisory Services's portfolio in Q2 2026, its #54 holding.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.