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

Outlook 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 		$543K Buy
9,226
+1,245
+16% +$74.6K 0.13% 162
2025
Q4 		$478K Buy
7,981
+3,164
+66% +$190K 0.11% 170
2025
Q3 		$289K Buy
+4,817
New +$288K 0.07% 239

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

Outlook Wealth Advisors's VGIT Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q1 2026, buying an estimated $74.6K and bringing the position to 9,226 shares worth $543K. The position accounts for 0.13% of the portfolio, ranked #162.

Outlook Wealth Advisors first reported a position in VGIT in Q3 2025 and has held it in 3 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Outlook Wealth Advisors held 9,226 shares of Vanguard Intermediate-Term Treasury ETF worth $543K as of Q1 2026.
  • Outlook Wealth Advisors bought 1,245 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $74.6K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.13% of Outlook Wealth Advisors's portfolio in Q1 2026, its #162 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.