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

Simplicity Wealth’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	$4.61M	Buy	77,381 +20,570	+36%	+$1.23M	0.26%	87
2025 Q4	$3.4M	Sell	56,811 -9,971	-15%	-$600K	0.2%	115
2025 Q3	$4.01M	Sell	66,782 -76,116	-53%	-$4.54M	0.23%	98
2025 Q2	$8.55M	Buy	142,898 +70,449	+97%	+$4.17M	0.36%	65
2025 Q1	$4.3M	Buy	+72,449	New	+$4.24M	0.33%	63
2024 Q4	–	Sell	-62,818	Closed	-$3.8M	–	510
2024 Q3	$3.8M	Sell	62,818 -6,359	-9%	-$379K	0.35%	62
2024 Q2	$4.03M	Sell	69,177 -17,918	-21%	-$1.04M	0.09%	220
2024 Q1	$5.1M	Buy	87,095 +4,026	+5%	+$236K	0.12%	168
2023 Q4	$4.93M	Buy	83,069 +816	+1%	+$47K	1.91%	13
2023 Q3	$4.7M	Buy	82,253 +3,289	+4%	+$191K	2.75%	12
2023 Q2	$4.63M	Sell	78,964 -2,747	-3%	-$164K	2.88%	11
2023 Q1	$4.9M	Buy	81,711 +19,924	+32%	+$1.18M	3.26%	11
2022 Q4	$3.61M	Buy	+61,787	New	+$3.61M	3.19%	11

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

Simplicity Wealth's VGIT Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 36% in Q1 2026, buying an estimated $1.23M and bringing the position to 77,381 shares worth $4.61M. The position accounts for 0.26% of the portfolio, ranked #87.

Simplicity Wealth first reported a position in VGIT in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.55M in Q2 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Simplicity Wealth held 77,381 shares of Vanguard Intermediate-Term Treasury ETF worth $4.61M as of Q1 2026.
Simplicity Wealth bought 20,570 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.23M.
Vanguard Intermediate-Term Treasury ETF made up 0.26% of Simplicity Wealth's portfolio in Q1 2026, its #87 holding.
Simplicity Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
Simplicity Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $8.55M in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.