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Peak Retirement Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Peak Retirement Planning’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 		$579K Buy
9,816
+1,495
+18% +$88.3K 0.09% 95
2026
Q1 		$495K Buy
8,321
+2,069
+33% +$124K 0.1% 97
2025
Q4 		$375K Buy
6,252
+2,850
+84% +$171K 0.09% 111
2025
Q3 		$204K Buy
+3,402
New +$203K 0.06% 127

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Peak Retirement Planning's VGIT Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 18% in Q2 2026, buying an estimated $88.3K and bringing the position to 9,816 shares worth $579K. The position accounts for 0.09% of the portfolio, ranked #95.

Peak Retirement Planning first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Peak Retirement Planning held 9,816 shares of Vanguard Intermediate-Term Treasury ETF worth $579K as of Q2 2026.
  • Peak Retirement Planning bought 1,495 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $88.3K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.09% of Peak Retirement Planning's portfolio in Q2 2026, its #95 holding.
  • Peak Retirement Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 969 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.