Sunbelt Securities’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sunbelt Securities’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	$33.2K	Hold	557	–	–	﹤0.01%	1139
2025 Q4	$33.4K	Buy	557 +95	+21%	+$5.71K	﹤0.01%	1109
2025 Q3	$27.7K	Sell	462 -19	-4%	-$1.13K	﹤0.01%	1164
2025 Q2	$27.9K	Sell	481 -6	-1%	-$355	﹤0.01%	1082
2025 Q1	$28.9K	Buy	487 +6	+1%	+$351	﹤0.01%	1032
2024 Q4	$27.9K	Sell	481 -75	-13%	-$4.41K	﹤0.01%	1083
2024 Q3	$33.6K	Buy	556 +25	+5%	+$1.49K	﹤0.01%	1040
2024 Q2	$30.9K	Sell	531 -54	-9%	-$3.12K	﹤0.01%	1016
2024 Q1	$34.3K	Hold	585	–	–	﹤0.01%	962
2023 Q4	$34.7K	Sell	585 -745	-56%	-$42.9K	﹤0.01%	894
2023 Q3	$76K	Buy	1,330 +456	+52%	+$26.4K	0.01%	709
2023 Q2	$51.2K	Buy	874 +60	+7%	+$3.58K	0.01%	791
2023 Q1	$48.6K	Buy	+814	New	+$48.2K	0.01%	753

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

Sunbelt Securities's VGIT Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 557 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Sunbelt Securities first reported a position in VGIT in Q1 2023 and has held it in 13 quarters since. The position peaked at $76K in Q3 2023. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Sunbelt Securities held 557 shares of Vanguard Intermediate-Term Treasury ETF worth $33.2K as of Q1 2026.
Sunbelt Securities left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1139 holding.
Sunbelt Securities first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vanguard Intermediate-Term Treasury ETF position peaked at $76K in Q3 2023.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.