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 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Wealth Management's VGIT Position: Q2 2026 in Review

United Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.3% in Q2 2026, buying an estimated $65.1K and bringing the position to 366,726 shares worth $21.6M. The position accounts for 4.87% of the portfolio, ranked #7.

United Wealth Management first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.8M in Q4 2025. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

United Wealth Management held 366,726 shares of Vanguard Intermediate-Term Treasury ETF worth $21.6M as of Q2 2026.
United Wealth Management bought 1,102 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $65.1K.
Vanguard Intermediate-Term Treasury ETF made up 4.87% of United Wealth Management's portfolio in Q2 2026, its #7 holding.
United Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
United Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $21.8M in Q4 2025.
669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.