MGO Private Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

MGO Private Wealth’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	$244K	Sell	4,092 -13,485	-77%	-$808K	1.31%	23
2025 Q4	$1.05M	Hold	17,577	–	–	0.65%	30
2025 Q3	$1.06M	Sell	17,577 -7,998	-31%	-$478K	0.63%	34
2025 Q2	$1.53M	Sell	25,575 -24,249	-49%	-$1.44M	0.98%	25
2025 Q1	$2.96M	Sell	49,824 -72,225	-59%	-$4.22M	2.09%	13
2024 Q4	$7.08M	Sell	122,049 -80,392	-40%	-$4.73M	5.04%	4
2024 Q3	$12.2M	Buy	202,441 +9,629	+5%	+$575K	8.71%	2
2024 Q2	$11.2M	Buy	192,812 +11,398	+6%	+$659K	7.05%	2
2024 Q1	$10.6M	Buy	181,414 +48,926	+37%	+$2.87M	6.67%	2
2023 Q4	$7.86M	Buy	132,488 +124,311	+1,520%	+$7.17M	5.4%	4
2023 Q3	$467K	Buy	8,177 +2,025	+33%	+$117K	0.35%	42
2023 Q2	$361K	Buy	+6,152	New	+$367K	0.27%	50

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

MGO Private Wealth's VGIT Position: Q1 2026 in Review

MGO Private Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 77% in Q1 2026, selling an estimated $808K and leaving 4,092 shares worth $244K. The position accounts for 1.31% of the portfolio, ranked #23.

MGO Private Wealth first reported a position in VGIT in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q3 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

MGO Private Wealth held 4,092 shares of Vanguard Intermediate-Term Treasury ETF worth $244K as of Q1 2026.
MGO Private Wealth sold 13,485 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $808K.
Vanguard Intermediate-Term Treasury ETF made up 1.31% of MGO Private Wealth's portfolio in Q1 2026, its #23 holding.
MGO Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
MGO Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $12.2M in Q3 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.