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

RKL Wealth 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
Q1 		$27.5M Sell
461,865
-18,323
-4% -$1.1M 2.47% 9
2025
Q4 		$28.8M Buy
480,188
+19,651
+4% +$1.18M 2.36% 8
2025
Q3 		$27.6M Buy
460,537
+9,464
+2% +$565K 2.36% 8
2025
Q2 		$27M Buy
451,073
+80,191
+22% +$4.75M 2.37% 9
2025
Q1 		$22M Buy
370,882
+52,400
+16% +$3.07M 2.08% 10
2024
Q4 		$18.5M Buy
318,482
+95,360
+43% +$5.6M 1.64% 13
2024
Q3 		$13.5M Buy
223,122
+33,442
+18% +$2M 1.22% 20
2024
Q2 		$11M Buy
189,680
+5,195
+3% +$300K 1.06% 22
2024
Q1 		$10.8M Sell
184,485
-9,776
-5% -$574K 1.07% 22
2023
Q4 		$11.5M Buy
194,261
+2,005
+1% +$116K 1.25% 18
2023
Q3 		$11M Buy
192,256
+4,265
+2% +$247K 1.34% 17
2023
Q2 		$11M Buy
187,991
+5,804
+3% +$346K 1.3% 17
2023
Q1 		$10.9M Buy
182,187
+5,770
+3% +$342K 1.38% 16
2022
Q4 		$10.3M Buy
176,417
+3,036
+2% +$177K 1.38% 16
2022
Q3 		$10.1M Buy
173,381
+1,207
+0.7% +$73.2K 1.46% 18
2022
Q2 		$10.5M Sell
172,174
-9,753
-5% -$597K 1.44% 19
2022
Q1 		$11.4M Sell
181,927
-2,108
-1% -$136K 1.37% 19
2021
Q4 		$12.2M Sell
184,035
-3,980
-2% -$267K 1.45% 20
2021
Q3 		$12.7M Buy
188,015
+1,953
+1% +$133K 1.61% 17
2021
Q2 		$12.6M Buy
186,062
+12,231
+7% +$828K 1.59% 17
2021
Q1 		$11.7M Buy
173,831
+17,067
+11% +$1.17M 1.57% 17
2020
Q4 		$10.9M Buy
156,764
+4,370
+3% +$306K 1.52% 17
2020
Q3 		$10.7M Buy
152,394
+4,125
+3% +$291K 1.71% 16
2020
Q2 		$10.5M Sell
148,269
-1,313
-0.9% -$92.4K 1.79% 16
2020
Q1 		$10.6M Sell
149,582
-1,583
-1% -$107K 2.21% 12
2019
Q4 		$9.96M Buy
151,165
+2,375
+2% +$158K 1.79% 14
2019
Q3 		$9.92M Sell
148,790
-8,623
-5% -$573K 1.89% 13
2019
Q2 		$10.4M Buy
157,413
+5,141
+3% +$333K 1.92% 13
2019
Q1 		$9.82M Buy
152,272
+1,408
+0.9% +$89.6K 1.92% 12
2018
Q4 		$9.58M Sell
150,864
-833
-0.5% -$51.8K 2.21% 11
2018
Q3 		$9.42M Buy
151,697
+4,125
+3% +$258K 2% 12
2018
Q2 		$9.25M Sell
147,572
-723
-0.5% -$45.1K 2.09% 9
2018
Q1 		$9.34M Buy
148,295
+8,488
+6% +$534K 2.21% 8
2017
Q4 		$8.93M Buy
139,807
+33,390
+31% +$2.15M 2.21% 9
2017
Q3 		$6.88M Buy
106,417
+27,464
+35% +$1.78M 1.93% 11
2017
Q2 		$5.1M Buy
78,953
+36,544
+86% +$2.37M 1.62% 21
2017
Q1 		$2.73M Buy
42,409
+35,510
+515% +$2.28M 1.1% 30
2016
Q4 		$441K Buy
+6,899
New +$449K 0.21% 65

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

RKL Wealth Management's VGIT Position: Q1 2026 in Review

RKL Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.8% in Q1 2026, selling an estimated $1.1M and leaving 461,865 shares worth $27.5M. The position accounts for 2.47% of the portfolio, ranked #9.

RKL Wealth Management first reported a position in VGIT in Q4 2016 and has held it in 38 quarters since. The position peaked at $28.8M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • RKL Wealth Management held 461,865 shares of Vanguard Intermediate-Term Treasury ETF worth $27.5M as of Q1 2026.
  • RKL Wealth Management sold 18,323 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.1M.
  • Vanguard Intermediate-Term Treasury ETF made up 2.47% of RKL Wealth Management's portfolio in Q1 2026, its #9 holding.
  • RKL Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2016 and has held it in 38 quarters since.
  • RKL Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $28.8M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.