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

NewEdge Wealth’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 		$8.5M Buy
142,754
+4,963
+4% +$297K 0.1% 145
2025
Q4 		$8.26M Buy
137,791
+25,346
+23% +$1.52M 0.09% 156
2025
Q3 		$6.73M Buy
112,445
+11,042
+11% +$659K 0.1% 168
2025
Q2 		$6.05M Buy
101,403
+8,858
+10% +$524K 0.09% 170
2025
Q1 		$5.5M Buy
92,545
+5,964
+7% +$349K 0.1% 170
2024
Q4 		$5.02M Sell
86,581
-151,050
-64% -$8.88M 0.09% 186
2024
Q3 		$14.4M Buy
237,631
+15,925
+7% +$950K 0.26% 93
2024
Q2 		$12.9M Buy
221,706
+1,424
+0.6% +$82.3K 0.28% 95
2024
Q1 		$12.6M Buy
220,282
+128,878
+141% +$7.56M 0.28% 96
2023
Q4 		$5.42M Sell
91,404
-241,141
-73% -$13.9M 0.14% 135
2023
Q3 		$19M Buy
332,545
+45,145
+16% +$2.62M 0.6% 41
2023
Q2 		$16.9M Buy
287,400
+10,927
+4% +$651K 0.56% 49
2023
Q1 		$16.6M Buy
276,473
+37,715
+16% +$2.23M 0.63% 47
2022
Q4 		$14M Buy
238,758
+4,291
+2% +$251K 0.6% 48
2022
Q3 		$13.7M Buy
234,467
+63,590
+37% +$3.85M 0.65% 41
2022
Q2 		$10.5M Buy
170,877
+20,241
+13% +$1.24M 0.47% 56
2022
Q1 		$9.48M Buy
150,636
+24,680
+20% +$1.6M 0.42% 62
2021
Q4 		$8.37M Sell
125,956
-25,099
-17% -$1.68M 0.35% 73
2021
Q3 		$10.2M Buy
151,055
+9,546
+7% +$651K 0.61% 39
2021
Q2 		$9.6M Buy
141,509
+49,792
+54% +$3.37M 0.73% 39
2021
Q1 		$6.17M Buy
91,717
+48,557
+113% +$3.32M 0.61% 53
2020
Q4 		$3M Buy
+43,160
New +$3.02M 0.92% 28

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 $9.44B AUM 18.1% 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

NewEdge Wealth's VGIT Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.6% in Q1 2026, buying an estimated $297K and bringing the position to 142,754 shares worth $8.5M. The position accounts for 0.1% of the portfolio, ranked #145.

NewEdge Wealth first reported a position in VGIT in Q4 2020 and has held it in 22 quarters since. The position peaked at $19M in Q3 2023. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • NewEdge Wealth held 142,754 shares of Vanguard Intermediate-Term Treasury ETF worth $8.5M as of Q1 2026.
  • NewEdge Wealth bought 4,963 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $297K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.1% of NewEdge Wealth's portfolio in Q1 2026, its #145 holding.
  • NewEdge Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $19M in Q3 2023.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.