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

Schulz Wealth’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	$1.35M	Buy	+22,877	New	+$1.35M	0.7%	28
2025 Q4	$1.22M	Buy	20,388 +35	+0.2%	+$2.1K	0.78%	24
2025 Q3	$1.22M	Buy	20,353 +4,046	+25%	+$242K	0.81%	23
2025 Q2	$975K	Buy	16,307 +3,420	+27%	+$202K	0.73%	24
2025 Q1	$765K	Buy	12,887 +6,770	+111%	+$396K	0.58%	27
2024 Q4	$355K	Sell	6,117 -841	-12%	-$49.4K	0.27%	45
2024 Q3	$420K	Buy	6,958 +2,247	+48%	+$134K	0.33%	40
2024 Q2	$274K	Buy	4,711 +185	+4%	+$10.7K	0.23%	47
2024 Q1	$265K	Buy	+4,526	New	+$266K	0.23%	47

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Schulz Wealth's VGIT Position: Q2 2026 in Review

Schulz Wealth opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 22,877 shares worth $1.35M. The stake represents 0.7% of the portfolio and ranks #28 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in VGIT as recently as Q4 2025.

Schulz Wealth first reported a position in VGIT in Q1 2024 and has held it in 9 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Schulz Wealth held 22,877 shares of Vanguard Intermediate-Term Treasury ETF worth $1.35M as of Q2 2026.
Vanguard Intermediate-Term Treasury ETF was a new Schulz Wealth position in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.7% of Schulz Wealth's portfolio in Q2 2026, its #28 holding.
Schulz Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.