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Summit Wealth & Retirement Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Summit Wealth & Retirement Planning’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 		$2.12M Buy
36,003
+2,902
+9% +$171K 0.45% 32
2026
Q1 		$1.97M Buy
33,101
+621
+2% +$37.2K 0.47% 29
2025
Q4 		$1.95M Sell
32,480
-795
-2% -$47.8K 0.46% 29
2025
Q3 		$2M Buy
33,275
+772
+2% +$46.1K 0.49% 28
2025
Q2 		$1.94M Sell
32,503
-2,586
-7% -$153K 0.52% 26
2025
Q1 		$2.08M Sell
35,089
-1,184
-3% -$69.3K 0.64% 21
2024
Q4 		$2.1M Sell
36,273
-827
-2% -$48.6K 0.65% 21
2024
Q3 		$2.24M Sell
37,100
-4,893
-12% -$292K 0.72% 19
2024
Q2 		$2.45M Sell
41,993
-5,503
-12% -$318K 0.83% 19
2024
Q1 		$2.78M Sell
47,496
-1,701
-3% -$99.8K 0.99% 19
2023
Q4 		$2.92M Sell
49,197
-3,421
-7% -$197K 1.23% 18
2023
Q3 		$3.01M Sell
52,618
-6,806
-11% -$395K 1.21% 20
2023
Q2 		$3.49M Sell
59,424
-1,262
-2% -$75.2K 1.37% 19
2023
Q1 		$3.64M Sell
60,686
-1,213
-2% -$71.8K 1.36% 20
2022
Q4 		$3.62M Sell
61,899
-807
-1% -$47.2K 1.47% 17
2022
Q3 		$3.66M Sell
62,706
-130
-0.2% -$7.88K 1.46% 15
2022
Q2 		$3.84M Buy
62,836
+705
+1% +$43.2K 1.48% 18
2022
Q1 		$3.91M Buy
62,131
+2,003
+3% +$130K 1.38% 20
2021
Q4 		$4M Buy
60,128
+1,780
+3% +$119K 1.37% 19
2021
Q3 		$3.94M Buy
58,348
+5,173
+10% +$353K 1.44% 19
2021
Q2 		$3.61M Sell
53,175
-904
-2% -$61.2K 1.33% 20
2021
Q1 		$3.64M Sell
54,079
-82,656
-60% -$5.65M 1.35% 20
2020
Q4 		$9.49M Buy
136,735
+5,917
+5% +$414K 3.6% 7
2020
Q3 		$9.22M Buy
130,818
+5,404
+4% +$381K 3.96% 6
2020
Q2 		$8.85M Buy
125,414
+7,795
+7% +$549K 4.15% 4
2020
Q1 		$8.3M Buy
117,619
+4,324
+4% +$293K 4.44% 4
2019
Q4 		$7.47M Buy
+113,295
New +$7.51M 3.32% 7

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Summit Wealth & Retirement Planning's VGIT Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.8% in Q2 2026, buying an estimated $171K and bringing the position to 36,003 shares worth $2.12M. The position accounts for 0.45% of the portfolio, ranked #32.

Summit Wealth & Retirement Planning first reported a position in VGIT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.49M in Q4 2020. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Summit Wealth & Retirement Planning held 36,003 shares of Vanguard Intermediate-Term Treasury ETF worth $2.12M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 2,902 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.45% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #32 holding.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth & Retirement Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $9.49M in Q4 2020.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.