SW
VGIT icon

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
Q2 		$4.07M Sell
68,949
-8,432
-11% -$498K 0.14% 160
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

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

Simplicity Wealth's VGIT Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, selling an estimated $498K and leaving 68,949 shares worth $4.07M. The position accounts for 0.14% of the portfolio, ranked #160.

Simplicity Wealth first reported a position in VGIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.55M in Q2 2025. 976 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Simplicity Wealth held 68,949 shares of Vanguard Intermediate-Term Treasury ETF worth $4.07M as of Q2 2026.
  • Simplicity Wealth sold 8,432 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $498K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #160 holding.
  • Simplicity Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • Simplicity Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $8.55M in Q2 2025.
  • 976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.