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Regal Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Regal Investment Advisors’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 		$271K Sell
4,559
-660
-13% -$39.5K 0.02% 555
2025
Q4 		$313K Sell
5,219
-185
-3% -$11.1K 0.02% 503
2025
Q3 		$324K Sell
5,404
-50
-0.9% -$2.98K 0.02% 452
2025
Q2 		$326K Buy
5,454
+458
+9% +$27.1K 0.02% 410
2025
Q1 		$297K Buy
+4,996
New +$292K 0.02% 403
2024
Q2 		– Sell
-3,511
Closed -$206K – 607
2024
Q1 		$206K Buy
3,511
+91
+3% +$5.34K 0.01% 546
2023
Q4 		$203K Buy
+3,420
New +$197K 0.02% 513
2023
Q3 		– Sell
-3,449
Closed -$202K – 539
2023
Q2 		$202K Sell
3,449
-75
-2% -$4.47K 0.02% 478
2023
Q1 		$211K Buy
+3,524
New +$209K 0.02% 472
2022
Q4 		– Sell
-3,583
Closed -$209K – 522
2022
Q3 		$209K Buy
3,583
+217
+6% +$13.2K 0.02% 437
2022
Q2 		$206K Sell
3,366
-159
-5% -$9.74K 0.02% 457
2022
Q1 		$222K Sell
3,525
-67
-2% -$4.33K 0.02% 482
2021
Q4 		$239K Buy
3,592
+283
+9% +$19K 0.02% 484
2021
Q3 		$224K Buy
3,309
+302
+10% +$20.6K 0.02% 487
2021
Q2 		$204K Buy
+3,007
New +$204K 0.02% 513
2015
Q4 		– Sell
-204
Closed -$13K – 861
2015
Q3 		$13K Sell
204
-1,500
-88% -$97.2K ﹤0.01% 643
2015
Q2 		$109K Sell
1,704
-31
-2% -$2.01K 0.03% 326
2015
Q1 		$114K Sell
1,735
-1
-0.1% -$65 0.03% 321
2014
Q4 		$112K Hold
1,736
– – 0.03% 290
2014
Q3 		$111K Sell
1,736
-170
-9% -$10.9K 0.03% 291
2014
Q2 		$122K Sell
1,906
-1,420
-43% -$90.4K 0.04% 256
2014
Q1 		$211K Buy
3,326
+565
+20% +$35.8K 0.09% 176
2013
Q4 		$173K Buy
2,761
+1,327
+93% +$84.5K 0.1% 161
2013
Q3 		$91K Buy
1,434
+185
+15% +$11.7K 0.05% 244
2013
Q2 		$80K Buy
+1,249
New +$81.3K 0.04% 252

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Regal Investment Advisors's VGIT Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q1 2026, selling an estimated $39.5K and leaving 4,559 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #555.

Regal Investment Advisors first reported a position in VGIT in Q2 2013 and has held it in 25 quarters since. The position peaked at $326K in Q2 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Regal Investment Advisors held 4,559 shares of Vanguard Intermediate-Term Treasury ETF worth $271K as of Q1 2026.
  • Regal Investment Advisors sold 660 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $39.5K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #555 holding.
  • Regal Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2013 and has held it in 25 quarters since.
  • Regal Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $326K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.