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NWAM LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

NWAM LLC’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 		$1.52M Buy
25,448
+28
+0.1% +$1.68K 0.09% 216
2025
Q4 		$1.52M Buy
25,420
+1,200
+5% +$72.2K 0.09% 213
2025
Q3 		$1.46M Sell
24,220
-75
-0.3% -$4.48K 0.08% 225
2025
Q2 		$1.44M Buy
24,295
+4,105
+20% +$243K 0.08% 218
2025
Q1 		$1.2M Buy
20,190
+970
+5% +$56.7K 0.1% 185
2024
Q4 		$1.11M Buy
19,220
+841
+5% +$49.4K 0.07% 247
2024
Q3 		$1.11M Buy
+18,379
New +$1.1M 0.07% 252
2024
Q2 		– Sell
-10,884
Closed -$629K – 517
2024
Q1 		$629K Sell
10,884
-1,252
-10% -$73.5K 0.05% 290
2023
Q4 		$720K Buy
12,136
+120
+1% +$6.92K 0.06% 281
2023
Q3 		$687K Buy
12,016
+1,824
+18% +$106K 0.07% 249
2023
Q2 		$598K Buy
10,192
+3,210
+46% +$191K 0.05% 300
2023
Q1 		$419K Hold
6,982
– – 0.04% 311
2022
Q4 		$408K Sell
6,982
-200
-3% -$11.7K 0.04% 348
2022
Q3 		$419K Sell
7,182
-78
-1% -$4.73K 0.04% 327
2022
Q2 		$448K Sell
7,260
-1,893
-21% -$116K 0.04% 324
2022
Q1 		$576K Sell
9,153
-1,023
-10% -$66.2K 0.04% 303
2021
Q4 		$676K Hold
10,176
– – 0.05% 270
2021
Q3 		$687K Buy
10,176
+67
+0.7% +$4.57K 0.06% 259
2021
Q2 		$685K Sell
10,109
-1,579
-14% -$107K 0.06% 254
2021
Q1 		$786K Sell
11,688
-8,966
-43% -$613K 0.08% 238
2020
Q4 		$1.43M Sell
20,654
-582
-3% -$40.7K 0.16% 140
2020
Q3 		$1.5M Buy
21,236
+7,074
+50% +$499K 0.25% 97
2020
Q2 		$999K Sell
14,162
-4,815
-25% -$339K 0.14% 146
2020
Q1 		$1.34K Sell
18,977
-272
-1% -$18.4K 0.04% 128
2019
Q4 		$1.27M Buy
19,249
+122
+0.6% +$8.09K 0.22% 100
2019
Q3 		$1.27M Sell
19,127
-446
-2% -$29.6K 0.24% 97
2019
Q2 		$1.29M Buy
19,573
+5,248
+37% +$340K 0.26% 93
2019
Q1 		$924K Buy
14,325
+10,619
+287% +$676K 0.2% 110
2018
Q4 		$235K Buy
+3,706
New +$231K 0.06% 278

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

NWAM LLC's VGIT Position: Q1 2026 in Review

NWAM LLC increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.11% in Q1 2026, buying an estimated $1.68K and bringing the position to 25,448 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #216.

NWAM LLC first reported a position in VGIT in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.52M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • NWAM LLC held 25,448 shares of Vanguard Intermediate-Term Treasury ETF worth $1.52M as of Q1 2026.
  • NWAM LLC bought 28 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.68K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.09% of NWAM LLC's portfolio in Q1 2026, its #216 holding.
  • NWAM LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 29 quarters since.
  • NWAM LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $1.52M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.