SwitchPoint Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SwitchPoint Financial 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 Q1	$257K	Buy	4,320 +26	+0.6%	+$1.56K	0.17%	55
2025 Q4	$257K	Buy	4,294 +49	+1%	+$2.95K	0.18%	52
2025 Q3	$255K	Buy	4,245 +41	+1%	+$2.45K	0.18%	53
2025 Q2	$251K	Buy	4,204 +29	+0.7%	+$1.72K	0.21%	49
2025 Q1	$248K	Buy	4,175 +26	+0.6%	+$1.52K	0.24%	42
2024 Q4	$241K	Buy	+4,149	New	+$244K	0.23%	42

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

SwitchPoint Financial Planning's VGIT Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.61% in Q1 2026, buying an estimated $1.56K and bringing the position to 4,320 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #55.

SwitchPoint Financial Planning first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

SwitchPoint Financial Planning held 4,320 shares of Vanguard Intermediate-Term Treasury ETF worth $257K as of Q1 2026.
SwitchPoint Financial Planning bought 26 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.56K.
Vanguard Intermediate-Term Treasury ETF made up 0.17% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #55 holding.
SwitchPoint Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
SwitchPoint Financial Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $257K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.