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

StrongBox 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	$4.19M	Sell	70,402 -13,923	-17%	-$834K	1.34%	30
2025 Q4	$5.05M	Sell	84,325 -90,261	-52%	-$5.43M	1.66%	24
2025 Q3	$10.5M	Buy	174,586 +12,252	+8%	+$732K	3.55%	5
2025 Q2	$9.71M	Buy	162,334 +8,174	+5%	+$484K	3.68%	5
2025 Q1	$9.16M	Buy	154,160 +3,248	+2%	+$190K	3.82%	4
2024 Q4	$8.75M	Buy	150,912 +9,794	+7%	+$576K	3.71%	4
2024 Q3	$8.53M	Buy	141,118 +21,836	+18%	+$1.3M	3.65%	6
2024 Q2	$6.95M	Buy	119,282 +1,228	+1%	+$71K	3.28%	9
2024 Q1	$6.91M	Sell	118,054 -13,531	-10%	-$794K	3.64%	5
2023 Q4	$7.81M	Buy	131,585 +37,168	+39%	+$2.14M	4.55%	3
2023 Q3	$5.4M	Buy	94,417 +33,829	+56%	+$1.96M	3.44%	7
2023 Q2	$3.55M	Buy	+60,588	New	+$3.61M	2.24%	13

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

StrongBox Wealth's VGIT Position: Q1 2026 in Review

StrongBox Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 17% in Q1 2026, selling an estimated $834K and leaving 70,402 shares worth $4.19M. The position accounts for 1.34% of the portfolio, ranked #30.

StrongBox Wealth first reported a position in VGIT in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

StrongBox Wealth held 70,402 shares of Vanguard Intermediate-Term Treasury ETF worth $4.19M as of Q1 2026.
StrongBox Wealth sold 13,923 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $834K.
Vanguard Intermediate-Term Treasury ETF made up 1.34% of StrongBox Wealth's portfolio in Q1 2026, its #30 holding.
StrongBox Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
StrongBox Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $10.5M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on StrongBox Wealth's 13F filing for Q1 2026, filed 8 May 2026.