Synergy Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Synergy Asset Management’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	–	Sell	-59,114	Closed	-$3.54M	–	309
2025 Q4	$3.54M	Buy	+59,114	New	+$3.55M	0.37%	48
2025 Q1	–	Sell	-59	Closed	-$3.56K	–	819
2024 Q4	$3.56K	Buy	+59	New	+$3.47K	﹤0.01%	606
2023 Q2	–	Sell	-29,975	Closed	-$1.8M	–	131
2023 Q1	$1.8M	Buy	+29,975	New	+$1.78M	0.43%	57

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Synergy Asset Management's VGIT Position: Q1 2026 in Review

Synergy Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 59,114 shares — an estimated $3.54M sold.

Synergy Asset Management first reported a position in VGIT in Q1 2023 and held it in 3 quarters. The position peaked at $3.54M in Q4 2025. 957 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Synergy Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 59,114 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $3.54M.
Synergy Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Synergy Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $3.54M in Q4 2025.
957 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.