Trivium Point Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Trivium Point Advisory’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	$421K	Sell	7,072 -37,728	-84%	-$2.26M	0.08%	208
2025 Q4	$2.68M	Buy	44,800 +10,885	+32%	+$655K	0.27%	94
2025 Q3	$2.04M	Buy	33,915 +6,120	+22%	+$365K	0.21%	115
2025 Q2	$1.66M	Buy	27,795 +15,372	+124%	+$910K	0.18%	134
2025 Q1	$738K	Buy	12,423 +4,245	+52%	+$248K	0.09%	194
2024 Q4	$474K	Buy	+8,178	New	+$481K	0.06%	228

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

Trivium Point Advisory's VGIT Position: Q1 2026 in Review

Trivium Point Advisory reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 84% in Q1 2026, selling an estimated $2.26M and leaving 7,072 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #208.

Trivium Point Advisory first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Trivium Point Advisory held 7,072 shares of Vanguard Intermediate-Term Treasury ETF worth $421K as of Q1 2026.
Trivium Point Advisory sold 37,728 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $2.26M.
Vanguard Intermediate-Term Treasury ETF made up 0.08% of Trivium Point Advisory's portfolio in Q1 2026, its #208 holding.
Trivium Point Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Trivium Point Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $2.68M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.