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

Modern 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	$22.1M	Buy	372,918 +51,602	+16%	+$3.09M	0.38%	69
2025 Q4	$19.3M	Buy	321,316 +61,454	+24%	+$3.7M	0.35%	74
2025 Q3	$15.6M	Buy	259,862 +19,970	+8%	+$1.19M	0.31%	83
2025 Q2	$14.3M	Sell	239,892 -32,174	-12%	-$1.9M	0.35%	71
2025 Q1	$16.2M	Buy	272,066 +265,223	+3,876%	+$15.5M	0.52%	46
2024 Q4	$397K	Buy	+6,843	New	+$402K	0.01%	399

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

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

Modern Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q1 2026, buying an estimated $3.09M and bringing the position to 372,918 shares worth $22.1M. The position accounts for 0.38% of the portfolio, ranked #69.

Modern Wealth Management first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Modern Wealth Management held 372,918 shares of Vanguard Intermediate-Term Treasury ETF worth $22.1M as of Q1 2026.
Modern Wealth Management bought 51,602 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $3.09M.
Vanguard Intermediate-Term Treasury ETF made up 0.38% of Modern Wealth Management's portfolio in Q1 2026, its #69 holding.
Modern Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.