Sharp Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sharp Financial Services’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	$12.3M	Buy	207,247 +1,451	+0.7%	+$86.9K	6.09%	5
2025 Q4	$12.3M	Buy	205,796 +11,964	+6%	+$719K	6.21%	3
2025 Q3	$11.6M	Buy	193,832 +22,892	+13%	+$1.37M	6.33%	3
2025 Q2	$10.2M	Buy	170,940 +18,362	+12%	+$1.09M	6.59%	5
2025 Q1	$9.06M	Sell	152,578 -3,104	-2%	-$182K	6.94%	5
2024 Q4	$9.03M	Buy	155,682 +51,091	+49%	+$3M	6.85%	3
2024 Q3	$6.32M	Buy	104,591 +11,035	+12%	+$659K	4.88%	3
2024 Q2	$5.45M	Buy	93,556 +9,885	+12%	+$572K	4.67%	3
2024 Q1	$4.9M	Buy	83,671 +15,345	+22%	+$900K	4.56%	3
2023 Q4	$4.05M	Buy	+68,326	New	+$3.94M	4.4%	3

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

Sharp Financial Services's VGIT Position: Q1 2026 in Review

Sharp Financial Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.71% in Q1 2026, buying an estimated $86.9K and bringing the position to 207,247 shares worth $12.3M. The position accounts for 6.09% of the portfolio, ranked #5.

Sharp Financial Services first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Sharp Financial Services held 207,247 shares of Vanguard Intermediate-Term Treasury ETF worth $12.3M as of Q1 2026.
Sharp Financial Services bought 1,451 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $86.9K.
Vanguard Intermediate-Term Treasury ETF made up 6.09% of Sharp Financial Services's portfolio in Q1 2026, its #5 holding.
Sharp Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.