True Wealth Design’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

True Wealth Design’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	$34.5K	Hold	585	–	–	0.01%	627
2026 Q1	$34.8K	Hold	585	–	–	0.01%	513
2025 Q4	$35.1K	Hold	585	–	–	0.01%	435
2025 Q3	$35.1K	Buy	585 +9	+2%	+$537	0.01%	423
2025 Q2	$34.5K	Buy	576 +228	+66%	+$13.5K	0.01%	265
2025 Q1	$20.7K	Hold	348	–	–	0.01%	334
2024 Q4	$20.2K	Buy	+348	New	+$20.5K	0.01%	321
2024 Q3	–	Sell	-370,095	Closed	-$21.6M	–	1316
2024 Q2	$21.6M	Buy	370,095 +12,525	+4%	+$724K	5.33%	5
2024 Q1	$20.9M	Buy	357,570 +16,896	+5%	+$991K	5.22%	5
2023 Q4	$20.2M	Sell	340,674 -128,413	-27%	-$7.4M	5.69%	5
2023 Q3	$26.8M	Sell	469,087 -56,118	-11%	-$3.25M	8.97%	3
2023 Q2	$30.8M	Buy	525,205 +48,505	+10%	+$2.89M	11.27%	2
2023 Q1	$28.6M	Sell	476,700 -25,718	-5%	-$1.52M	11.99%	2
2022 Q4	$29.4M	Buy	+502,418	New	+$29.4M	13.59%	1

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

True Wealth Design's VGIT Position: Q2 2026 in Review

True Wealth Design held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 585 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #627.

True Wealth Design first reported a position in VGIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.8M in Q2 2023. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

True Wealth Design held 585 shares of Vanguard Intermediate-Term Treasury ETF worth $34.5K as of Q2 2026.
True Wealth Design left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #627 holding.
True Wealth Design first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
True Wealth Design's Vanguard Intermediate-Term Treasury ETF position peaked at $30.8M in Q2 2023.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.