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McKinley Carter Wealth Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

McKinley Carter Wealth 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
Q1 		$363K Buy
6,101
+30
+0.5% +$1.8K 0.02% 242
2025
Q4 		$364K Buy
6,071
+2,430
+67% +$146K 0.02% 257
2025
Q3 		$219K Buy
3,641
+7
+0.2% +$418 0.01% 305
2025
Q2 		$217K Hold
3,634
– – 0.01% 297
2025
Q1 		$216K Sell
3,634
-323
-8% -$18.9K 0.01% 292
2024
Q4 		$230K Sell
3,957
-306
-7% -$18K 0.01% 274
2024
Q3 		$258K Sell
4,263
-75
-2% -$4.48K 0.02% 272
2024
Q2 		$253K Sell
4,338
-588
-12% -$34K 0.02% 277
2024
Q1 		$288K Buy
4,926
+334
+7% +$19.6K 0.02% 261
2023
Q4 		$272K Sell
4,592
-580
-11% -$33.4K 0.02% 260
2023
Q3 		$296K Hold
5,172
– – 0.02% 246
2023
Q2 		$303K Sell
5,172
-1,769
-25% -$105K 0.02% 249
2023
Q1 		$416K Sell
6,941
-1,183
-15% -$70.1K 0.03% 219
2022
Q4 		$475K Sell
8,124
-3,297
-29% -$193K 0.04% 204
2022
Q3 		$666K Sell
11,421
-1,395
-11% -$84.6K 0.06% 160
2022
Q2 		$784K Sell
12,816
-10,545
-45% -$646K 0.07% 155
2022
Q1 		$1.47M Sell
23,361
-8,321
-26% -$538K 0.12% 118
2021
Q4 		$2.11M Sell
31,682
-17,880
-36% -$1.2M 0.16% 102
2021
Q3 		$3.35M Sell
49,562
-1,953
-4% -$133K 0.27% 75
2021
Q2 		$3.49M Sell
51,515
-14,702
-22% -$995K 0.29% 69
2021
Q1 		$4.45M Sell
66,217
-5,336
-7% -$365K 0.38% 64
2020
Q4 		$4.97M Buy
+71,553
New +$5M 0.65% 43

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

McKinley Carter Wealth Services's VGIT Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.49% in Q1 2026, buying an estimated $1.8K and bringing the position to 6,101 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #242.

McKinley Carter Wealth Services first reported a position in VGIT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.97M in Q4 2020. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • McKinley Carter Wealth Services held 6,101 shares of Vanguard Intermediate-Term Treasury ETF worth $363K as of Q1 2026.
  • McKinley Carter Wealth Services bought 30 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.8K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #242 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's Vanguard Intermediate-Term Treasury ETF position peaked at $4.97M in Q4 2020.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.