NWMG
VGIT icon

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

National Wealth Management Group’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 		$361K Buy
6,122
+2,471
+68% +$146K 0.11% 150
2026
Q1 		$217K Buy
+3,651
New +$219K 0.08% 204

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

National Wealth Management Group's VGIT Position: Q2 2026 in Review

National Wealth Management Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 68% in Q2 2026, buying an estimated $146K and bringing the position to 6,122 shares worth $361K. The position accounts for 0.11% of the portfolio, ranked #150.

National Wealth Management Group first reported a position in VGIT in Q1 2026 and has held it in 2 quarters since. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • National Wealth Management Group held 6,122 shares of Vanguard Intermediate-Term Treasury ETF worth $361K as of Q2 2026.
  • National Wealth Management Group bought 2,471 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $146K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.11% of National Wealth Management Group's portfolio in Q2 2026, its #150 holding.
  • National Wealth Management Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.