Moneta Group Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Moneta Group Investment Advisors’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	$586K	Buy	9,839 +2,244	+30%	+$134K	﹤0.01%	472
2025 Q4	$455K	Buy	7,595 +2,643	+53%	+$159K	﹤0.01%	524
2025 Q3	$297K	Sell	4,952 -901	-15%	-$53.8K	﹤0.01%	624
2025 Q2	$350K	Buy	5,853 +915	+19%	+$54.2K	﹤0.01%	522
2025 Q1	$293K	Buy	+4,938	New	+$289K	﹤0.01%	530
2024 Q1	–	Sell	-5,149	Closed	-$305K	–	632
2023 Q4	$305K	Sell	5,149 -1,697	-25%	-$97.8K	0.01%	441
2023 Q3	$391K	Buy	6,846 +72	+1%	+$4.17K	0.01%	362
2023 Q2	$397K	Buy	6,774 +934	+16%	+$55.7K	0.01%	373
2023 Q1	$350K	Buy	+5,840	New	+$346K	0.01%	386

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

Moneta Group Investment Advisors's VGIT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 30% in Q1 2026, buying an estimated $134K and bringing the position to 9,839 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Moneta Group Investment Advisors first reported a position in VGIT in Q1 2023 and has held it in 9 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Moneta Group Investment Advisors held 9,839 shares of Vanguard Intermediate-Term Treasury ETF worth $586K as of Q1 2026.
Moneta Group Investment Advisors bought 2,244 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $134K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #472 holding.
Moneta Group Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 9 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.