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Medallion Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Medallion Wealth Advisors’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 		$24.3K Buy
409
+3
+0.7% +$180 0.01% 616
2025
Q4 		$24.3K Buy
406
+4
+1% +$241 0.01% 607
2025
Q3 		$24.1K Buy
402
+4
+1% +$239 0.01% 601
2025
Q2 		$23.7K Buy
398
+3
+0.8% +$178 0.01% 589
2025
Q1 		$23.4K Buy
395
+3
+0.8% +$175 0.01% 550
2024
Q4 		$22.8K Buy
+392
New +$23K 0.01% 541

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

Medallion Wealth Advisors's VGIT Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.74% in Q1 2026, buying an estimated $180 and bringing the position to 409 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #616.

Medallion Wealth Advisors first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.3K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Medallion Wealth Advisors held 409 shares of Vanguard Intermediate-Term Treasury ETF worth $24.3K as of Q1 2026.
  • Medallion Wealth Advisors bought 3 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $180.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #616 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $24.3K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.