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 Q2	$1.14M	Sell	19,342 -1,401	-7%	-$82.8K	1%	30
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

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

Surience Private Wealth's VGIT Position: Q2 2026 in Review

Surience Private Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.8% in Q2 2026, selling an estimated $82.8K and leaving 19,342 shares worth $1.14M. The position accounts for 1% of the portfolio, ranked #30.

Surience Private Wealth first reported a position in VGIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q3 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Surience Private Wealth held 19,342 shares of Vanguard Intermediate-Term Treasury ETF worth $1.14M as of Q2 2026.
Surience Private Wealth sold 1,401 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $82.8K.
Vanguard Intermediate-Term Treasury ETF made up 1% of Surience Private Wealth's portfolio in Q2 2026, its #30 holding.
Surience Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
Surience Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $2.03M in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.