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United Asset Strategies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

United Asset Strategies’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
-4,919
Closed -$295K – 277
2025
Q4 		$295K Buy
+4,919
New +$296K 0.02% 228

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

United Asset Strategies's VGIT Position: Q1 2026 in Review

United Asset Strategies sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 4,919 shares — an estimated $295K sold.

United Asset Strategies first reported a position in VGIT in Q4 2025 and held it in 1 quarter. The position peaked at $295K in Q4 2025. 955 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • United Asset Strategies reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • United Asset Strategies sold 4,919 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $295K.
  • United Asset Strategies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • United Asset Strategies's Vanguard Intermediate-Term Treasury ETF position peaked at $295K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.