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

Pacific Wealth Management’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 		– Sell
-6,655
Closed -$399K – 23
2025
Q4 		$399K Buy
6,655
+3
+0% +$180 0.19% 12
2025
Q3 		$399K Hold
6,652
– – 0.2% 13
2025
Q2 		$398K Buy
+6,652
New +$394K 0.2% 14

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

Pacific Wealth Management's VGIT Position: Q1 2026 in Review

Pacific Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 6,655 shares — an estimated $399K sold.

Pacific Wealth Management first reported a position in VGIT in Q2 2025 and held it in 3 quarters. The position peaked at $399K in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Pacific Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Pacific Wealth Management sold 6,655 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $399K.
  • Pacific Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and held it in 3 quarters.
  • Pacific Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $399K in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.