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Mount Yale Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mount Yale 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 		$2.72M Buy
45,760
+38,861
+563% +$2.33M 0.06% 311
2025
Q4 		$413K Sell
6,899
-1,285
-16% -$77.3K 0.02% 508
2025
Q3 		$491K Buy
8,184
+8,079
+7,694% +$482K 0.03% 420
2025
Q2 		$6.28K Buy
+105
New +$6.21K ﹤0.01% 1200

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Mount Yale Investment Advisors's VGIT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 563% in Q1 2026, buying an estimated $2.33M and bringing the position to 45,760 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #311.

Mount Yale Investment Advisors first reported a position in VGIT in Q2 2025 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Mount Yale Investment Advisors held 45,760 shares of Vanguard Intermediate-Term Treasury ETF worth $2.72M as of Q1 2026.
  • Mount Yale Investment Advisors bought 38,861 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $2.33M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #311 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.