PlanVest Financial
VGIT icon

PlanVest Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

PlanVest Financial’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
Q3 		$1.86M Buy
32,760
+3,548
+12% +$206K 1.19% 22
2026
Q2 		$1.72M Buy
29,212
+1,601
+6% +$94.6K 1.15% 23
2026
Q1 		$1.64M Buy
+27,611
New +$1.65M 1.25% 23

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

PlanVest Financial's VGIT Position: Q3 2026 in Review

PlanVest Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q3 2026, buying an estimated $206K and bringing the position to 32,760 shares worth $1.86M. The position accounts for 1.19% of the portfolio, ranked #22.

PlanVest Financial first reported a position in VGIT in Q1 2026 and has held it in 3 quarters since. 941 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • PlanVest Financial held 32,760 shares of Vanguard Intermediate-Term Treasury ETF worth $1.86M as of Q3 2026.
  • PlanVest Financial bought 3,548 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $206K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.19% of PlanVest Financial's portfolio in Q3 2026, its #22 holding.
  • PlanVest Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 941 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.