Root Financial Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Root Financial Partners’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	$188K	Buy	3,161 +1,409	+80%	+$84.4K	0.01%	344
2025 Q4	$105K	Sell	1,752 -352	-17%	-$21.2K	0.01%	450
2025 Q3	$126K	Buy	+2,104	New	+$126K	0.01%	370
2025 Q1	–	Sell	-4,535	Closed	-$263K	–	230
2024 Q4	$263K	Buy	+4,535	New	+$267K	0.03%	172

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

Root Financial Partners's VGIT Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 80% in Q1 2026, buying an estimated $84.4K and bringing the position to 3,161 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #344.

Root Financial Partners first reported a position in VGIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $263K in Q4 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Root Financial Partners held 3,161 shares of Vanguard Intermediate-Term Treasury ETF worth $188K as of Q1 2026.
Root Financial Partners bought 1,409 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $84.4K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #344 holding.
Root Financial Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
Root Financial Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $263K in Q4 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.