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Wellington-Altus USA’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Wellington-Altus USA’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 		$43.3K Hold
727
– – 0.03% 333
2026
Q1 		$42.9K Hold
727
– – 0.03% 367
2025
Q4 		$43.6K Buy
+727
New +$43.7K 0.03% 324

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington-Altus USA's VGIT Position: Q2 2026 in Review

Wellington-Altus USA held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 727 shares worth $43.3K. The position accounts for 0.03% of the portfolio, ranked #333.

Wellington-Altus USA first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.6K in Q4 2025. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Wellington-Altus USA held 727 shares of Vanguard Intermediate-Term Treasury ETF worth $43.3K as of Q2 2026.
  • Wellington-Altus USA left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #333 holding.
  • Wellington-Altus USA first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard Intermediate-Term Treasury ETF position peaked at $43.6K in Q4 2025.
  • 981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.