Successful Portfolios’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Successful Portfolios’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	$353K	Buy	6,031 +205	+4%	+$12.1K	0.17%	121
2026 Q1	$347K	Buy	5,826 +786	+16%	+$47.1K	0.19%	110
2025 Q4	$302K	Buy	5,040 +216	+4%	+$13K	0.15%	135
2025 Q3	$290K	Hold	4,824	–	–	0.17%	122
2025 Q2	$289K	Buy	4,824 +1,000	+26%	+$59.2K	0.18%	115
2025 Q1	$227K	Buy	3,824 +104	+3%	+$6.08K	0.15%	137
2024 Q4	$216K	Buy	+3,720	New	+$219K	0.14%	143

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

Successful Portfolios's VGIT Position: Q2 2026 in Review

Successful Portfolios increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 6,031 shares worth $353K. The position accounts for 0.17% of the portfolio, ranked #121.

Successful Portfolios first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Successful Portfolios held 6,031 shares of Vanguard Intermediate-Term Treasury ETF worth $353K as of Q2 2026.
Successful Portfolios bought 205 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $12.1K.
Vanguard Intermediate-Term Treasury ETF made up 0.17% of Successful Portfolios's portfolio in Q2 2026, its #121 holding.
Successful Portfolios first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.