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

Private Wealth Management Group’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 Q1	$23.8M	Buy	399,966 +19,225	+5%	+$1.15M	6.25%	4
2025 Q4	$22.8M	Buy	380,741 +22,476	+6%	+$1.35M	6.09%	4
2025 Q3	$21.5M	Buy	358,265 +17,428	+5%	+$1.04M	5.92%	4
2025 Q2	$20.4M	Buy	340,837 +9,030	+3%	+$535K	6.77%	2
2025 Q1	$19.7M	Buy	331,807 +16,253	+5%	+$951K	7.27%	2
2024 Q4	$18.3M	Buy	315,554 +9,646	+3%	+$567K	7.01%	2
2024 Q3	$18.5M	Buy	305,908 +13,338	+5%	+$796K	7.3%	2
2024 Q2	$17M	Buy	292,570 +11,167	+4%	+$646K	7.38%	2
2024 Q1	$16.5M	Buy	281,403 +49,619	+21%	+$2.91M	7.46%	3
2023 Q4	$13.7M	Buy	+231,784	New	+$13.4M	6.76%	3

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Private Wealth Management Group's VGIT Position: Q1 2026 in Review

Private Wealth Management Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5% in Q1 2026, buying an estimated $1.15M and bringing the position to 399,966 shares worth $23.8M. The position accounts for 6.25% of the portfolio, ranked #4.

Private Wealth Management Group first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Private Wealth Management Group held 399,966 shares of Vanguard Intermediate-Term Treasury ETF worth $23.8M as of Q1 2026.
Private Wealth Management Group bought 19,225 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.15M.
Vanguard Intermediate-Term Treasury ETF made up 6.25% of Private Wealth Management Group's portfolio in Q1 2026, its #4 holding.
Private Wealth Management Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.