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 Q2	$3.89M	Sell	12,682 -37,277	-75%	-$2.2M	2.57%	12
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

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

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

Mittelman Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 75% in Q2 2026, selling an estimated $2.2M and leaving 12,682 shares worth $3.89M. The position accounts for 2.57% of the portfolio, ranked #12.

Mittelman Wealth Management first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Mittelman Wealth Management held 12,682 shares of Vanguard Intermediate-Term Treasury ETF worth $3.89M as of Q2 2026.
Mittelman Wealth Management sold 37,277 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.2M.
Vanguard Intermediate-Term Treasury ETF made up 2.57% of Mittelman Wealth Management's portfolio in Q2 2026, its #12 holding.
Mittelman Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.