Parkwoods Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Parkwoods Wealth Partners’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	$1.84M	Buy	30,829 +1,291	+4%	+$77.3K	0.45%	31
2025 Q4	$1.77M	Buy	29,538 +3,549	+14%	+$213K	0.52%	29
2025 Q3	$1.56M	Buy	25,989 +20,555	+378%	+$1.23M	0.53%	26
2025 Q2	$325K	Buy	+5,434	New	+$322K	0.19%	51

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

Parkwoods Wealth Partners's VGIT Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.4% in Q1 2026, buying an estimated $77.3K and bringing the position to 30,829 shares worth $1.84M. The position accounts for 0.45% of the portfolio, ranked #31.

Parkwoods Wealth Partners first reported a position in VGIT in Q2 2025 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Parkwoods Wealth Partners held 30,829 shares of Vanguard Intermediate-Term Treasury ETF worth $1.84M as of Q1 2026.
Parkwoods Wealth Partners bought 1,291 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $77.3K.
Vanguard Intermediate-Term Treasury ETF made up 0.45% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #31 holding.
Parkwoods Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.