Stonebridge Financial Planning Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Stonebridge Financial Planning Group’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	$352K	Sell	5,975 -696	-10%	-$41.1K	0.11%	146
2026 Q1	$397K	Sell	6,671 -805	-11%	-$48.2K	0.15%	133
2025 Q4	$448K	Sell	7,476 -191	-2%	-$11.5K	0.16%	125
2025 Q3	$460K	Sell	7,667 -268	-3%	-$16K	0.17%	120
2025 Q2	$475K	Sell	7,935 -808	-9%	-$47.8K	0.2%	113
2025 Q1	$519K	Buy	8,743 +514	+6%	+$30.1K	0.24%	105
2024 Q4	$477K	Sell	8,229 -3,571	-30%	-$210K	0.21%	116
2024 Q3	$713K	Buy	11,800 +835	+8%	+$49.8K	0.34%	83
2024 Q2	$638K	Buy	10,965 +5,835	+114%	+$337K	0.32%	86
2024 Q1	$300K	Buy	+5,130	New	+$301K	0.16%	129

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stonebridge Financial Planning Group's VGIT Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2026, selling an estimated $41.1K and leaving 5,975 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #146.

Stonebridge Financial Planning Group first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $713K in Q3 2024. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Stonebridge Financial Planning Group held 5,975 shares of Vanguard Intermediate-Term Treasury ETF worth $352K as of Q2 2026.
Stonebridge Financial Planning Group sold 696 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $41.1K.
Vanguard Intermediate-Term Treasury ETF made up 0.11% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #146 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Stonebridge Financial Planning Group's Vanguard Intermediate-Term Treasury ETF position peaked at $713K in Q3 2024.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.