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MilWealth Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

MilWealth Group’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 		$40.5M Buy
686,632
+51,271
+8% +$3.03M 8.64% 5
2026
Q1 		$37.8M Buy
635,361
+19,005
+3% +$1.14M 9.01% 5
2025
Q4 		$36.9M Buy
616,356
+25,550
+4% +$1.54M 8.79% 5
2025
Q3 		$35.5M Buy
590,806
+22,564
+4% +$1.35M 8.64% 5
2025
Q2 		$34M Sell
568,242
-3,037
-0.5% -$180K 8.75% 5
2025
Q1 		$33.9M Buy
571,279
+6,492
+1% +$380K 9.35% 5
2024
Q4 		$32.8M Buy
564,787
+25,043
+5% +$1.47M 8.94% 5
2024
Q3 		$32.6M Buy
539,744
+20,785
+4% +$1.24M 9.57% 5
2024
Q2 		$30.2M Buy
518,959
+18,688
+4% +$1.08M 9.53% 5
2024
Q1 		$29.3M Buy
500,271
+15,449
+3% +$906K 9.33% 5
2023
Q4 		$28.8M Sell
484,822
-11,423
-2% -$658K 9.53% 5
2023
Q3 		$28.4M Buy
496,245
+14,816
+3% +$859K 11.17% 3
2023
Q2 		$28.2M Sell
481,429
-1,417
-0.3% -$84.5K 10.92% 5
2023
Q1 		$29M Sell
482,846
-5,562
-1% -$329K 11.48% 4
2022
Q4 		$28.6M Sell
488,408
-9,553
-2% -$558K 11.71% 3
2022
Q3 		$29M Buy
497,961
+48,856
+11% +$2.96M 12.64% 2
2022
Q2 		$27.5M Buy
449,105
+15,517
+4% +$950K 11.81% 2
2022
Q1 		$27.3M Buy
433,588
+93,433
+27% +$6.04M 10.43% 4
2021
Q4 		$22.6M Sell
340,155
-63,630
-16% -$4.26M 8.38% 6
2021
Q3 		$27.3M Buy
403,785
+38,983
+11% +$2.66M 10.49% 4
2021
Q2 		$24.7M Buy
364,802
+11,552
+3% +$782K 10.76% 4
2021
Q1 		$23.7M Buy
353,250
+41,411
+13% +$2.83M 11.42% 3
2020
Q4 		$21.6M Buy
311,839
+27,136
+10% +$1.9M 10.73% 5
2020
Q3 		$20.1M Buy
284,703
+33,614
+13% +$2.37M 11.09% 5
2020
Q2 		$17.7M Buy
251,089
+146,553
+140% +$10.3M 10.51% 6
2020
Q1 		$7.38M Buy
+104,536
New +$7.09M 5.72% 6

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MilWealth Group's VGIT Position: Q2 2026 in Review

MilWealth Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.1% in Q2 2026, buying an estimated $3.03M and bringing the position to 686,632 shares worth $40.5M. The position accounts for 8.64% of the portfolio, ranked #5.

MilWealth Group first reported a position in VGIT in Q1 2020 and has held it in 26 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • MilWealth Group held 686,632 shares of Vanguard Intermediate-Term Treasury ETF worth $40.5M as of Q2 2026.
  • MilWealth Group bought 51,271 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.03M.
  • Vanguard Intermediate-Term Treasury ETF made up 8.64% of MilWealth Group's portfolio in Q2 2026, its #5 holding.
  • MilWealth Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.