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Prism Planning Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Prism Planning Partners’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 		$9.97M Buy
169,001
+8,009
+5% +$473K 10.55% 3
2026
Q1 		$9.59M Buy
160,992
+16,549
+11% +$991K 11.34% 3
2025
Q4 		$8.66M Buy
+144,443
New +$8.69M 9.71% 3

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

Prism Planning Partners's VGIT Position: Q2 2026 in Review

Prism Planning Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5% in Q2 2026, buying an estimated $473K and bringing the position to 169,001 shares worth $9.97M. The position accounts for 10.55% of the portfolio, ranked #3.

Prism Planning Partners first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Prism Planning Partners held 169,001 shares of Vanguard Intermediate-Term Treasury ETF worth $9.97M as of Q2 2026.
  • Prism Planning Partners bought 8,009 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $473K.
  • Vanguard Intermediate-Term Treasury ETF made up 10.55% of Prism Planning Partners's portfolio in Q2 2026, its #3 holding.
  • Prism Planning Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.