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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
Q2 		$18.5K Buy
313
+222
+244% +$13.1K ﹤0.01% 808
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHP Wealth Management's VGIT Position: Q2 2026 in Review

SHP Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 244% in Q2 2026, buying an estimated $13.1K and bringing the position to 313 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

SHP Wealth Management first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • SHP Wealth Management held 313 shares of Vanguard Intermediate-Term Treasury ETF worth $18.5K as of Q2 2026.
  • SHP Wealth Management bought 222 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #808 holding.
  • SHP Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.