Private Wealth Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Private Wealth Asset Management’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	$52K	Sell	881 -136	-13%	-$8.04K	0.01%	428
2026 Q1	$60.6K	Sell	1,017 -1,748	-63%	-$105K	0.01%	402
2025 Q4	$166K	Buy	2,765 +2,034	+278%	+$122K	0.02%	281
2025 Q3	$43.9K	Hold	731	–	–	0.01%	416
2025 Q2	$43.7K	Hold	731	–	–	0.01%	416
2025 Q1	$43.4K	Buy	+731	New	+$42.8K	0.01%	409

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Private Wealth Asset Management's VGIT Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q2 2026, selling an estimated $8.04K and leaving 881 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #428.

Private Wealth Asset Management first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $166K in Q4 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Private Wealth Asset Management held 881 shares of Vanguard Intermediate-Term Treasury ETF worth $52K as of Q2 2026.
Private Wealth Asset Management sold 136 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $8.04K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #428 holding.
Private Wealth Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $166K in Q4 2025.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.