U.S. Capital Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

U.S. Capital Wealth 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
2026 Q1	$335K	Sell	5,632 -1	-0%	-$60	0.01%	783
2025 Q4	$338K	Sell	5,633 -50	-0.9%	-$3.01K	0.01%	768
2025 Q3	$341K	Sell	5,683 -19	-0.3%	-$1.13K	0.01%	735
2025 Q2	$341K	Buy	5,702 +39	+0.7%	+$2.31K	0.01%	689
2025 Q1	$336K	Sell	5,663 -63	-1%	-$3.69K	0.01%	674
2024 Q4	$332K	Buy	5,726 +836	+17%	+$49.1K	0.01%	660
2024 Q3	$295K	Buy	4,890 +3	+0.1%	+$179	0.01%	590
2024 Q2	$285K	Sell	4,887 -16	-0.3%	-$925	0.01%	582
2024 Q1	$287K	Sell	4,903 -58	-1%	-$3.4K	0.01%	576
2023 Q4	$294K	Buy	4,961 +37	+0.8%	+$2.13K	0.01%	558
2023 Q3	$281K	Sell	4,924 -5,042	-51%	-$292K	0.01%	532
2023 Q2	$585K	Sell	9,966 -3,949	-28%	-$235K	0.03%	414
2023 Q1	$834K	Sell	13,915 -12,818	-48%	-$759K	0.04%	336
2022 Q4	$1.56M	Buy	26,733 +11,591	+77%	+$678K	0.07%	251
2022 Q3	$883K	Hold	15,142	–	–	0.04%	342
2022 Q2	$926K	Buy	15,142 +571	+4%	+$35K	0.04%	359
2022 Q1	$917K	Hold	14,571	–	–	0.03%	411
2021 Q4	$969K	Hold	14,571	–	–	0.04%	405
2021 Q3	$984K	Buy	+14,571	New	+$993K	0.04%	385

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

U.S. Capital Wealth Advisors's VGIT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.02% in Q1 2026, selling an estimated $60 and leaving 5,632 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #783.

U.S. Capital Wealth Advisors first reported a position in VGIT in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2022. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

U.S. Capital Wealth Advisors held 5,632 shares of Vanguard Intermediate-Term Treasury ETF worth $335K as of Q1 2026.
U.S. Capital Wealth Advisors sold 1 Vanguard Intermediate-Term Treasury ETF share in Q1 2026, an estimated $60.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #783 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.56M in Q4 2022.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.