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

Surience Private 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	$1.24M	Buy	+20,743	New	+$1.24M	1.33%	24
2025 Q4	–	Sell	-33,803	Closed	-$2.03M	–	48
2025 Q3	$2.03M	Buy	+33,803	New	+$2.02M	1.86%	17

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

Surience Private Wealth's VGIT Position: Q1 2026 in Review

Surience Private Wealth opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 20,743 shares worth $1.24M. The stake represents 1.33% of the portfolio and ranks #24 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in VGIT as recently as Q3 2025.

Surience Private Wealth first reported a position in VGIT in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.03M in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Surience Private Wealth held 20,743 shares of Vanguard Intermediate-Term Treasury ETF worth $1.24M as of Q1 2026.
Vanguard Intermediate-Term Treasury ETF was a new Surience Private Wealth position in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 1.33% of Surience Private Wealth's portfolio in Q1 2026, its #24 holding.
Surience Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
Surience Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $2.03M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.