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

SMART 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	$4.05M	Buy	68,038 +5,012	+8%	+$300K	1.19%	21
2025 Q4	$3.78M	Buy	63,026 +4,026	+7%	+$242K	1.15%	25
2025 Q3	$3.54M	Sell	59,000 -49,282	-46%	-$2.94M	1.34%	23
2025 Q2	$6.48M	Buy	108,282 +39,149	+57%	+$2.32M	2.03%	11
2025 Q1	$4.11M	Sell	69,133 -10,284	-13%	-$602K	1.47%	21
2024 Q4	$4.61M	Buy	79,417 +3,583	+5%	+$211K	1.64%	16
2024 Q3	$4.58M	Sell	75,834 -4,392	-5%	-$262K	1.8%	17
2024 Q2	$4.67M	Buy	80,226 +5,220	+7%	+$302K	1.89%	16
2024 Q1	$4.39M	Sell	75,006 -47,583	-39%	-$2.79M	1.98%	19
2023 Q4	$7.27M	Buy	122,589 +72,278	+144%	+$4.17M	3.97%	7
2023 Q3	$2.88M	Buy	+50,311	New	+$2.92M	2.16%	12

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

SMART Wealth's VGIT Position: Q1 2026 in Review

SMART Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8% in Q1 2026, buying an estimated $300K and bringing the position to 68,038 shares worth $4.05M. The position accounts for 1.19% of the portfolio, ranked #21.

SMART Wealth first reported a position in VGIT in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.27M in Q4 2023. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

SMART Wealth held 68,038 shares of Vanguard Intermediate-Term Treasury ETF worth $4.05M as of Q1 2026.
SMART Wealth bought 5,012 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $300K.
Vanguard Intermediate-Term Treasury ETF made up 1.19% of SMART Wealth's portfolio in Q1 2026, its #21 holding.
SMART Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
SMART Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $7.27M in Q4 2023.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.