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

Mittelman 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 Q1	$2.98M	Buy	49,959 +33,278	+199%	+$1.99M	1.85%	15
2025 Q4	$1,000K	Buy	16,681 +3,364	+25%	+$202K	0.65%	24
2025 Q3	$799K	Buy	13,317 +9,771	+276%	+$583K	0.52%	24
2025 Q2	$212K	Sell	3,546 -967	-21%	-$57.2K	0.18%	38
2025 Q1	$268K	Buy	+4,513	New	+$264K	0.24%	31

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

Mittelman Wealth Management's VGIT Position: Q1 2026 in Review

Mittelman Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 199% in Q1 2026, buying an estimated $1.99M and bringing the position to 49,959 shares worth $2.98M. The position accounts for 1.85% of the portfolio, ranked #15.

Mittelman Wealth Management first reported a position in VGIT in Q1 2025 and has held it in 5 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Mittelman Wealth Management held 49,959 shares of Vanguard Intermediate-Term Treasury ETF worth $2.98M as of Q1 2026.
Mittelman Wealth Management bought 33,278 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.99M.
Vanguard Intermediate-Term Treasury ETF made up 1.85% of Mittelman Wealth Management's portfolio in Q1 2026, its #15 holding.
Mittelman Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

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