Mission Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mission Wealth Management’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	$604K	Buy	10,243 +949	+10%	+$56.1K	0.01%	616
2026 Q1	$553K	Buy	+9,294	New	+$557K	0.01%	467
2024 Q4	–	Sell	-4,366	Closed	-$264K	–	724
2024 Q3	$264K	Buy	+4,366	New	+$261K	0.01%	568
2015 Q4	–	Sell	-3,204	Closed	-$210K	–	147
2015 Q3	$210K	Buy	+3,204	New	+$208K	0.06%	123

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

Mission Wealth Management's VGIT Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2026, buying an estimated $56.1K and bringing the position to 10,243 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #616.

Mission Wealth Management first reported a position in VGIT in Q3 2015 and has held it in 4 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Mission Wealth Management held 10,243 shares of Vanguard Intermediate-Term Treasury ETF worth $604K as of Q2 2026.
Mission Wealth Management bought 949 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $56.1K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #616 holding.
Mission Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2015 and has held it in 4 quarters since.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.