UFPG
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United Financial Planning Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

United Financial Planning Group’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
-33
Closed -$1.98K – 631
2025
Q4 		$1.98K Buy
+33
New +$1.98K ﹤0.01% 334

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 $1.55T AUM 33.47% 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 $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $171B AUM 24.68% 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 $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

United Financial Planning Group's VGIT Position: Q1 2026 in Review

United Financial Planning Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 33 shares — an estimated $1.98K sold.

United Financial Planning Group first reported a position in VGIT in Q4 2025 and held it in 1 quarter. The position peaked at $1.98K in Q4 2025. 963 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • United Financial Planning Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 33 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.98K.
  • United Financial Planning Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Vanguard Intermediate-Term Treasury ETF position peaked at $1.98K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.