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

Physician 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 		– Sell
-12
Closed -$720 – 2240
2025
Q4 		$720 Buy
+12
New +$722 ﹤0.01% 1734
2025
Q1 		– Sell
-3,000
Closed -$174K – 1527
2024
Q4 		$174K Buy
+3,000
New +$176K 0.03% 195

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

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

Physician Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 12 shares — an estimated $720 sold.

Physician Wealth Advisors first reported a position in VGIT in Q4 2024 and held it in 2 quarters. The position peaked at $174K in Q4 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 12 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $720.
  • Physician Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $174K in Q4 2024.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.