SPIA
VGIT icon

Steward Partners Investment Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Steward Partners Investment Advisory’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 		$8.53M Sell
143,193
-20,713
-13% -$1.24M 0.04% 363
2025
Q4 		$9.82M Buy
163,906
+6,939
+4% +$417K 0.05% 303
2025
Q3 		$9.42M Buy
156,967
+39,061
+33% +$2.33M 0.05% 297
2025
Q2 		$7.05M Sell
117,906
-8,113
-6% -$480K 0.06% 338
2025
Q1 		$7.49M Buy
126,019
+14,816
+13% +$867K 0.07% 302
2024
Q4 		$6.45M Buy
111,203
+8,001
+8% +$470K 0.06% 320
2024
Q3 		$6.24M Buy
103,202
+68,870
+201% +$4.11M 0.06% 317
2024
Q2 		$2M Buy
34,332
+878
+3% +$50.8K 0.02% 584
2024
Q1 		$1.96M Buy
33,454
+1,804
+6% +$106K 0.02% 593
2023
Q4 		$1.88M Buy
31,650
+1,089
+4% +$62.8K 0.03% 523
2023
Q3 		$1.75M Sell
30,561
-12,796
-30% -$742K 0.03% 506
2023
Q2 		$2.54M Sell
43,357
-12,770
-23% -$761K 0.04% 416
2023
Q1 		$3.37M Sell
56,127
-20,392
-27% -$1.21M 0.05% 339
2022
Q4 		$4.47M Buy
76,519
+50,098
+190% +$2.93M 0.08% 269
2022
Q3 		$1.54M Buy
26,421
+829
+3% +$50.3K 0.03% 505
2022
Q2 		$1.56M Sell
25,592
-31
-0.1% -$1.9K 0.03% 506
2022
Q1 		$1.61M Sell
25,623
-6,625
-21% -$429K 0.02% 544
2021
Q4 		$2.14M Buy
32,248
+701
+2% +$47K 0.03% 478
2021
Q3 		$2.13M Buy
31,547
+191
+0.6% +$13K 0.04% 441
2021
Q2 		$2.13M Sell
31,356
-29,846
-49% -$2.02M 0.04% 433
2021
Q1 		$4.11M Sell
61,202
-15,803
-21% -$1.08M 0.07% 283
2020
Q4 		$5.35M Buy
77,005
+8,274
+12% +$579K 0.12% 181
2020
Q3 		$4.84M Buy
68,731
+2,001
+3% +$141K 0.12% 182
2020
Q2 		$4.71M Sell
66,730
-6,025
-8% -$424K 0.13% 176
2020
Q1 		$5.13M Buy
72,755
+3,311
+5% +$225K 0.19% 132
2019
Q4 		$4.58M Buy
69,444
+2,286
+3% +$152K 0.14% 166
2019
Q3 		$4.48M Buy
67,158
+20,899
+45% +$1.39M 0.15% 150
2019
Q2 		$3.05M Buy
46,259
+664
+1% +$43K 0.11% 190
2019
Q1 		$2.94M Buy
45,595
+4,379
+11% +$279K 0.12% 172
2018
Q4 		$2.62M Buy
41,216
+37,952
+1,163% +$2.36M 0.13% 184
2018
Q3 		$203K Buy
3,264
+1,155
+55% +$72.1K 0.01% 713
2018
Q2 		$132K Buy
2,109
+601
+40% +$37.5K 0.01% 767
2018
Q1 		$94K Buy
+1,508
New +$94.9K 0.01% 797

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 $9.44B AUM 18.1% 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

Steward Partners Investment Advisory's VGIT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q1 2026, selling an estimated $1.24M and leaving 143,193 shares worth $8.53M. The position accounts for 0.04% of the portfolio, ranked #363.

Steward Partners Investment Advisory first reported a position in VGIT in Q1 2018 and has held it in 33 quarters since. The position peaked at $9.82M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Steward Partners Investment Advisory held 143,193 shares of Vanguard Intermediate-Term Treasury ETF worth $8.53M as of Q1 2026.
  • Steward Partners Investment Advisory sold 20,713 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.24M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #363 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2018 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $9.82M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.