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

Seaside Wealth Management’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	$13M	Buy	217,601 +4,490	+2%	+$269K	3.64%	7
2025 Q4	$12.8M	Buy	213,111 +14,323	+7%	+$861K	3.64%	7
2025 Q3	$11.9M	Buy	198,788 +7,803	+4%	+$466K	3.54%	6
2025 Q2	$11.4M	Buy	190,985 +8,902	+5%	+$527K	3.63%	6
2025 Q1	$10.8M	Buy	182,083 +8,592	+5%	+$503K	3.86%	6
2024 Q4	$10.1M	Buy	173,491 +12,726	+8%	+$748K	3.68%	6
2024 Q3	$9.71M	Buy	160,765 +9,632	+6%	+$575K	3.67%	6
2024 Q2	$8.8M	Buy	151,133 +15,548	+11%	+$899K	3.65%	6
2024 Q1	$7.94M	Buy	135,585 +2,897	+2%	+$170K	3.39%	7
2023 Q4	$7.87M	Buy	132,688 +8,890	+7%	+$512K	3.6%	6
2023 Q3	$7.08M	Buy	123,798 +6,792	+6%	+$394K	3.6%	7
2023 Q2	$6.86M	Buy	+117,006	New	+$6.98M	3.55%	6

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

Seaside Wealth Management's VGIT Position: Q1 2026 in Review

Seaside Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.1% in Q1 2026, buying an estimated $269K and bringing the position to 217,601 shares worth $13M. The position accounts for 3.64% of the portfolio, ranked #7.

Seaside Wealth Management first reported a position in VGIT in Q2 2023 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Seaside Wealth Management held 217,601 shares of Vanguard Intermediate-Term Treasury ETF worth $13M as of Q1 2026.
Seaside Wealth Management bought 4,490 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $269K.
Vanguard Intermediate-Term Treasury ETF made up 3.64% of Seaside Wealth Management's portfolio in Q1 2026, its #7 holding.
Seaside Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.