Secure Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Secure Asset 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 Q2	$39.2M	Buy	664,284 +42,745	+7%	+$2.53M	5.49%	1
2026 Q1	$37M	Buy	621,539 +65,377	+12%	+$3.92M	5.86%	1
2025 Q4	$33.3M	Buy	556,162 +26,012	+5%	+$1.56M	5.22%	1
2025 Q3	$31.8M	Buy	530,150 +96,936	+22%	+$5.79M	5.24%	1
2025 Q2	$25.9M	Buy	433,214 +47,925	+12%	+$2.84M	4.77%	1
2025 Q1	$22.9M	Buy	385,289 +283,442	+278%	+$16.6M	4.59%	1
2024 Q4	$5.91M	Buy	101,847 +17,073	+20%	+$1M	0.9%	20
2024 Q3	$5.12M	Buy	+84,774	New	+$5.06M	0.86%	18
2022 Q1	–	Sell	-8,698	Closed	-$578K	–	229
2021 Q4	$578K	Buy	8,698 +1,603	+23%	+$107K	0.23%	75
2021 Q3	$479K	Buy	7,095 +77	+1%	+$5.25K	0.24%	75
2021 Q2	$476K	Buy	7,018 +860	+14%	+$58.2K	0.24%	82
2021 Q1	$414K	Sell	6,158 -1,007	-14%	-$68.9K	0.23%	99
2020 Q4	$497K	Buy	7,165 +271	+4%	+$19K	0.29%	71
2020 Q3	$486K	Sell	6,894 -1,614	-19%	-$114K	0.33%	67
2020 Q2	$600K	Buy	+8,508	New	+$599K	0.42%	64

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

Secure Asset Management's VGIT Position: Q2 2026 in Review

Secure Asset Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.9% in Q2 2026, buying an estimated $2.53M and bringing the position to 664,284 shares worth $39.2M. The position accounts for 5.49% of the portfolio, ranked #1.

Secure Asset Management first reported a position in VGIT in Q2 2020 and has held it in 15 quarters since. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Secure Asset Management held 664,284 shares of Vanguard Intermediate-Term Treasury ETF worth $39.2M as of Q2 2026.
Secure Asset Management bought 42,745 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.53M.
Vanguard Intermediate-Term Treasury ETF made up 5.49% of Secure Asset Management's portfolio in Q2 2026, its #1 holding.
Secure Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 15 quarters since.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.