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 Q2	$238K	Hold	4,092	–	–	1.15%	24
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

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

MGO Private Wealth's VGIT Position: Q2 2026 in Review

MGO Private Wealth held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 4,092 shares worth $238K. The position accounts for 1.15% of the portfolio, ranked #24.

MGO Private Wealth first reported a position in VGIT in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.2M in Q3 2024. 978 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

MGO Private Wealth held 4,092 shares of Vanguard Intermediate-Term Treasury ETF worth $238K as of Q2 2026.
MGO Private Wealth left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 1.15% of MGO Private Wealth's portfolio in Q2 2026, its #24 holding.
MGO Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
MGO Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $12.2M in Q3 2024.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.