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RWA Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

RWA Wealth 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
Q2 		$23.3M Sell
394,346
-69,774
-15% -$4.12M 0.22% 68
2026
Q1 		$27.6M Sell
464,120
-36,779
-7% -$2.2M 0.3% 56
2025
Q4 		$30M Sell
500,899
-61,925
-11% -$3.72M 0.33% 51
2025
Q3 		$33.8M Sell
562,824
-130,950
-19% -$7.82M 0.38% 46
2025
Q2 		$41.5M Sell
693,774
-4,192,920
-86% -$248M 0.52% 30
2025
Q1 		$290M Sell
4,886,694
-3,756,190
-43% -$220M 3.66% 5
2024
Q4 		$501M Buy
8,642,884
+206,738
+2% +$12.2M 6.18% 4
2024
Q3 		$510M Buy
8,436,146
+95,897
+1% +$5.72M 6.36% 4
2024
Q2 		$486M Sell
8,340,249
-332,381
-4% -$19.2M 6.4% 4
2024
Q1 		$508M Buy
8,672,630
+177,042
+2% +$10.4M 6.83% 4
2023
Q4 		$504M Buy
8,495,588
+1,214,192
+17% +$70M 7.19% 4
2023
Q3 		$416M Buy
7,281,396
+250,374
+4% +$14.5M 9.07% 4
2023
Q2 		$412M Buy
7,031,022
+704,410
+11% +$42M 9.03% 4
2023
Q1 		$379M Buy
6,326,612
+241,090
+4% +$14.3M 9.1% 4
2022
Q4 		$363M Buy
6,085,522
+5,963,780
+4,899% +$349M 9.02% 4
2022
Q3 		$7.1M Buy
+121,742
New +$7.38M 0.5% 43
2020
Q4 		– Sell
-6,794
Closed -$479K – 240
2020
Q3 		$479K Sell
6,794
-285,765
-98% -$20.2M 0.05% 153
2020
Q2 		$20.6M Buy
+292,559
New +$20.6M 2.52% 10

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

RWA Wealth Partners's VGIT Position: Q2 2026 in Review

RWA Wealth Partners reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 15% in Q2 2026, selling an estimated $4.12M and leaving 394,346 shares worth $23.3M. The position accounts for 0.22% of the portfolio, ranked #68.

RWA Wealth Partners first reported a position in VGIT in Q2 2020 and has held it in 18 quarters since. The position peaked at $510M in Q3 2024. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • RWA Wealth Partners held 394,346 shares of Vanguard Intermediate-Term Treasury ETF worth $23.3M as of Q2 2026.
  • RWA Wealth Partners sold 69,774 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.12M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.22% of RWA Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • RWA Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 18 quarters since.
  • RWA Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $510M in Q3 2024.
  • 974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.