North Ridge Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

North Ridge Wealth 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	$14.7M	Buy	246,642 +7,520	+3%	+$450K	8.26%	3
2025 Q4	$14.3M	Buy	239,122 +6,392	+3%	+$384K	8.02%	3
2025 Q3	$14M	Buy	232,730 +12,563	+6%	+$750K	7.99%	3
2025 Q2	$13.2M	Buy	220,167 +11,835	+6%	+$701K	8.09%	3
2025 Q1	$12.4M	Buy	208,332 +11,842	+6%	+$693K	8.27%	3
2024 Q4	$11.4M	Buy	196,490 +1,273	+0.7%	+$74.8K	7.89%	3
2024 Q3	$11.8M	Buy	195,217 +14,139	+8%	+$844K	8.02%	3
2024 Q2	$10.5M	Buy	181,078 +4,802	+3%	+$278K	8.01%	3
2024 Q1	$10.3M	Buy	176,276 +12,722	+8%	+$746K	8.01%	3
2023 Q4	$9.7M	Sell	163,554 -1,564	-0.9%	-$90.1K	8.07%	3
2023 Q3	$9.44M	Buy	165,118 +8,325	+5%	+$483K	9.19%	3
2023 Q2	$9.2M	Sell	156,793 -2,322	-1%	-$138K	8.79%	3
2023 Q1	$9.54M	Buy	+159,115	New	+$9.42M	9.55%	3

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

North Ridge Wealth Advisors's VGIT Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.1% in Q1 2026, buying an estimated $450K and bringing the position to 246,642 shares worth $14.7M. The position accounts for 8.26% of the portfolio, ranked #3.

North Ridge Wealth Advisors first reported a position in VGIT in Q1 2023 and has held it in 13 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

North Ridge Wealth Advisors held 246,642 shares of Vanguard Intermediate-Term Treasury ETF worth $14.7M as of Q1 2026.
North Ridge Wealth Advisors bought 7,520 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $450K.
Vanguard Intermediate-Term Treasury ETF made up 8.26% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #3 holding.
North Ridge Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.