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Plan A Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Plan A Wealth’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 		$5.48M Buy
92,971
+10,869
+13% +$642K 2.33% 8
2026
Q1 		$4.89M Buy
82,102
+11,713
+17% +$702K 2.34% 9
2025
Q4 		$4.22M Buy
70,389
+2,165
+3% +$130K 2.06% 8
2025
Q3 		$4.1M Buy
68,224
+14,012
+26% +$837K 2.08% 8
2025
Q2 		$3.24M Buy
54,212
+31,700
+141% +$1.88M 1.84% 10
2025
Q1 		$1.34M Buy
22,512
+17,683
+366% +$1.03M 1.04% 26
2024
Q4 		$280K Buy
+4,829
New +$284K 0.26% 64

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

Plan A Wealth's VGIT Position: Q2 2026 in Review

Plan A Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q2 2026, buying an estimated $642K and bringing the position to 92,971 shares worth $5.48M. The position accounts for 2.33% of the portfolio, ranked #8.

Plan A Wealth first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Plan A Wealth held 92,971 shares of Vanguard Intermediate-Term Treasury ETF worth $5.48M as of Q2 2026.
  • Plan A Wealth bought 10,869 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $642K.
  • Vanguard Intermediate-Term Treasury ETF made up 2.33% of Plan A Wealth's portfolio in Q2 2026, its #8 holding.
  • Plan A Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.