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
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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schulz Wealth's VGIT Position: Q4 2025 in Review

Schulz Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.17% in Q4 2025, buying an estimated $2.1K and bringing the position to 20,388 shares worth $1.22M. The position accounts for 0.78% of the portfolio, ranked #24.

Schulz Wealth first reported a position in VGIT in Q1 2024 and has held it in 8 quarters since. 920 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

Schulz Wealth held 20,388 shares of Vanguard Intermediate-Term Treasury ETF worth $1.22M as of Q4 2025.
Schulz Wealth bought 35 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $2.1K.
Vanguard Intermediate-Term Treasury ETF made up 0.78% of Schulz Wealth's portfolio in Q4 2025, its #24 holding.
Schulz Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
920 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.