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

RoundAngle 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	$4.35M	Buy	73,103 +2,058	+3%	+$123K	3.25%	8
2025 Q4	$4.26M	Buy	71,045 +3,373	+5%	+$203K	3.1%	8
2025 Q3	$4.06M	Sell	67,672 -449	-0.7%	-$26.8K	3.15%	7
2025 Q2	$4.07M	Sell	68,121 -3,125	-4%	-$185K	3.4%	8
2025 Q1	$4.23M	Sell	71,246 -1,275	-2%	-$74.6K	3.89%	7
2024 Q4	$4.21M	Buy	+72,521	New	+$4.26M	4.01%	5

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

RoundAngle Advisors's VGIT Position: Q1 2026 in Review

RoundAngle Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.9% in Q1 2026, buying an estimated $123K and bringing the position to 73,103 shares worth $4.35M. The position accounts for 3.25% of the portfolio, ranked #8.

RoundAngle Advisors first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

RoundAngle Advisors held 73,103 shares of Vanguard Intermediate-Term Treasury ETF worth $4.35M as of Q1 2026.
RoundAngle Advisors bought 2,058 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $123K.
Vanguard Intermediate-Term Treasury ETF made up 3.25% of RoundAngle Advisors's portfolio in Q1 2026, its #8 holding.
RoundAngle Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.