Resonant Capital Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Resonant Capital 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	$3.42M	Sell	57,484 -9,840	-15%	-$589K	0.18%	88
2025 Q4	$4.03M	Sell	67,324 -4,385	-6%	-$264K	0.22%	74
2025 Q3	$4.3M	Sell	71,709 -10,882	-13%	-$650K	0.25%	69
2025 Q2	$4.94M	Sell	82,591 -9,034	-10%	-$535K	0.32%	62
2025 Q1	$5.44M	Buy	91,625 +1,202	+1%	+$70.3K	0.38%	52
2024 Q4	$5.24M	Buy	90,423 +11,147	+14%	+$655K	0.38%	52
2024 Q3	$4.79M	Sell	79,276 -3,786	-5%	-$226K	0.35%	58
2024 Q2	$4.84M	Buy	83,062 +1,755	+2%	+$101K	0.39%	55
2024 Q1	$4.76M	Sell	81,307 -285	-0.3%	-$16.7K	0.41%	52
2023 Q4	$4.84M	Buy	81,592 +10,193	+14%	+$588K	0.47%	46
2023 Q3	$4.08M	Buy	71,399 +15,010	+27%	+$870K	0.44%	50
2023 Q2	$3.31M	Sell	56,389 -8,494	-13%	-$506K	0.36%	64
2023 Q1	$3.89M	Sell	64,883 -225	-0.3%	-$13.3K	0.44%	54
2022 Q4	$3.81M	Buy	65,108 +5,327	+9%	+$311K	0.47%	55
2022 Q3	$3.49M	Sell	59,781 -31,919	-35%	-$1.93M	0.53%	52
2022 Q2	$5.61M	Buy	91,700 +36,847	+67%	+$2.26M	0.88%	25
2022 Q1	$3.43M	Buy	+54,853	New	+$3.55M	0.51%	49

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

Resonant Capital Advisors's VGIT Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 15% in Q1 2026, selling an estimated $589K and leaving 57,484 shares worth $3.42M. The position accounts for 0.18% of the portfolio, ranked #88.

Resonant Capital Advisors first reported a position in VGIT in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.61M in Q2 2022. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Resonant Capital Advisors held 57,484 shares of Vanguard Intermediate-Term Treasury ETF worth $3.42M as of Q1 2026.
Resonant Capital Advisors sold 9,840 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $589K.
Vanguard Intermediate-Term Treasury ETF made up 0.18% of Resonant Capital Advisors's portfolio in Q1 2026, its #88 holding.
Resonant Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 17 quarters since.
Resonant Capital Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $5.61M in Q2 2022.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.