Omni 360 Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Omni 360 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 Q2	$6.58M	Sell	111,489 -877	-0.8%	-$51.8K	3.04%	6
2026 Q1	$6.69M	Buy	112,366 +974	+0.9%	+$58.3K	3.45%	6
2025 Q4	$6.69M	Buy	111,392 +4,254	+4%	+$256K	3.42%	6
2025 Q3	$6.43M	Buy	107,138 +7,292	+7%	+$435K	3.61%	6
2025 Q2	$5.97M	Sell	99,846 -4,673	-4%	-$277K	3.71%	6
2025 Q1	$6.21M	Buy	104,519 +8,808	+9%	+$515K	4.16%	6
2024 Q4	$5.55M	Buy	95,711 +14,937	+18%	+$878K	3.69%	6
2024 Q3	$4.88M	Buy	80,774 +2,070	+3%	+$124K	3.35%	6
2024 Q2	$4.58M	Buy	78,704 +17,310	+28%	+$1M	3.48%	6
2024 Q1	$3.59M	Buy	61,394 +10,957	+22%	+$643K	2.97%	7
2023 Q4	$2.99M	Buy	+50,437	New	+$2.91M	2.79%	7

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Omni 360 Wealth's VGIT Position: Q2 2026 in Review

Omni 360 Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.78% in Q2 2026, selling an estimated $51.8K and leaving 111,489 shares worth $6.58M. The position accounts for 3.04% of the portfolio, ranked #6.

Omni 360 Wealth first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.69M in Q1 2026. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Omni 360 Wealth held 111,489 shares of Vanguard Intermediate-Term Treasury ETF worth $6.58M as of Q2 2026.
Omni 360 Wealth sold 877 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $51.8K.
Vanguard Intermediate-Term Treasury ETF made up 3.04% of Omni 360 Wealth's portfolio in Q2 2026, its #6 holding.
Omni 360 Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $6.69M in Q1 2026.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.