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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
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

Other funds holding VGIT

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

PlanVest Financial's VGIT Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.8% in Q2 2026, buying an estimated $94.6K and bringing the position to 29,212 shares worth $1.72M. The position accounts for 1.15% of the portfolio, ranked #23.

PlanVest Financial first reported a position in VGIT in Q1 2026 and has held it in 2 quarters since. 933 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • PlanVest Financial held 29,212 shares of Vanguard Intermediate-Term Treasury ETF worth $1.72M as of Q2 2026.
  • PlanVest Financial bought 1,601 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $94.6K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.15% of PlanVest Financial's portfolio in Q2 2026, its #23 holding.
  • PlanVest Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.