United Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

United Wealth Management’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 Q3	$21.3M	Buy	375,329 +8,603	+2%	+$500K	5.63%	5
2026 Q2	$21.6M	Buy	366,726 +1,102	+0.3%	+$65.1K	4.87%	7
2026 Q1	$21.8M	Buy	365,624 +1,914	+0.5%	+$115K	5.41%	7
2025 Q4	$21.8M	Buy	363,710 +25,436	+8%	+$1.53M	5.64%	6
2025 Q3	$20.3M	Buy	338,274 +1,073	+0.3%	+$64.1K	5.53%	6
2025 Q2	$20.2M	Sell	337,201 -12,869	-4%	-$762K	5.86%	6
2025 Q1	$20.8M	Buy	350,070 +2,509	+0.7%	+$147K	6.51%	6
2024 Q4	$20.2M	Buy	+347,561	New	+$20.4M	6.79%	6

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

United Wealth Management's VGIT Position: Q3 2026 in Review

United Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.3% in Q3 2026, buying an estimated $500K and bringing the position to 375,329 shares worth $21.3M. The position accounts for 5.63% of the portfolio, ranked #5.

United Wealth Management first reported a position in VGIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.8M in Q4 2025. 742 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

United Wealth Management held 375,329 shares of Vanguard Intermediate-Term Treasury ETF worth $21.3M as of Q3 2026.
United Wealth Management bought 8,603 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $500K.
Vanguard Intermediate-Term Treasury ETF made up 5.63% of United Wealth Management's portfolio in Q3 2026, its #5 holding.
United Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
United Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $21.8M in Q4 2025.
742 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.