Visionary Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Visionary 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	$352K	Buy	5,908 +923	+19%	+$55.3K	0.02%	485
2025 Q4	$299K	Hold	4,985	–	–	0.01%	498
2025 Q3	$299K	Buy	+4,985	New	+$298K	0.01%	494
2021 Q2	–	Sell	-8,936	Closed	-$601K	–	356
2021 Q1	$601K	Sell	8,936 -3,036	-25%	-$208K	0.06%	182
2020 Q4	$831K	Sell	11,972 -8,729	-42%	-$610K	0.09%	151
2020 Q3	$1.46M	Sell	20,701 -1,421	-6%	-$100K	0.21%	100
2020 Q2	$1.56M	Buy	+22,122	New	+$1.56M	0.24%	98

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

Visionary Wealth Advisors's VGIT Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q1 2026, buying an estimated $55.3K and bringing the position to 5,908 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #485.

Visionary Wealth Advisors first reported a position in VGIT in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.56M in Q2 2020. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Visionary Wealth Advisors held 5,908 shares of Vanguard Intermediate-Term Treasury ETF worth $352K as of Q1 2026.
Visionary Wealth Advisors bought 923 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $55.3K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #485 holding.
Visionary Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 7 quarters since.
Visionary Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.56M in Q2 2020.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.