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

SHP 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 		$5.42K Buy
91
+43
+90% +$2.58K ﹤0.01% 1049
2025
Q4 		$2.88K Buy
+48
New +$2.89K ﹤0.01% 1078

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

SHP Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 90% in Q1 2026, buying an estimated $2.58K and bringing the position to 91 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

SHP Wealth Management first reported a position in VGIT in Q4 2025 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • SHP Wealth Management held 91 shares of Vanguard Intermediate-Term Treasury ETF worth $5.42K as of Q1 2026.
  • SHP Wealth Management bought 43 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $2.58K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1049 holding.
  • SHP Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.