Transcend Capital Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Transcend Capital Advisors’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
2025 Q4	–	Sell	-3,708	Closed	-$223K	–	771
2025 Q3	$223K	Sell	3,708 -120	-3%	-$7.17K	0.02%	629
2025 Q2	$229K	Buy	3,828 +18	+0.5%	+$1.06K	0.02%	545
2025 Q1	$226K	Buy	3,810 +52	+1%	+$3.04K	0.02%	543
2024 Q4	$218K	Buy	+3,758	New	+$221K	0.02%	520

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transcend Capital Advisors's VGIT Position: Q4 2025 in Review

Transcend Capital Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 3,708 shares — an estimated $223K sold.

Transcend Capital Advisors first reported a position in VGIT in Q4 2024 and held it in 4 quarters. The position peaked at $229K in Q2 2025. 920 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

Transcend Capital Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Transcend Capital Advisors sold 3,708 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $223K.
Transcend Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Transcend Capital Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $229K in Q2 2025.
920 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.