WESCAP Management Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

WESCAP Management 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	$3.76M	Sell	63,061 -10,612	-14%	-$636K	0.74%	33
2025 Q4	$4.42M	Sell	73,673 -11,707	-14%	-$704K	0.89%	28
2025 Q3	$5.13M	Buy	85,380 +20	+0%	+$1.19K	1.08%	25
2025 Q2	$5.11M	Buy	85,360 +59,441	+229%	+$3.52M	1.16%	23
2025 Q1	$1.54M	Buy	25,919 +8,455	+48%	+$495K	0.38%	48
2024 Q4	$1.01M	Sell	17,464 -13,898	-44%	-$817K	0.25%	62
2024 Q3	$1.89M	Buy	31,362 +9,017	+40%	+$538K	0.47%	41
2024 Q2	$1.3M	Sell	22,345 -1,079	-5%	-$62.4K	0.37%	47
2024 Q1	$1.37M	Buy	+23,424	New	+$1.37M	0.4%	49

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

WESCAP Management Group's VGIT Position: Q1 2026 in Review

WESCAP Management Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 14% in Q1 2026, selling an estimated $636K and leaving 63,061 shares worth $3.76M. The position accounts for 0.74% of the portfolio, ranked #33.

WESCAP Management Group first reported a position in VGIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.13M in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

WESCAP Management Group held 63,061 shares of Vanguard Intermediate-Term Treasury ETF worth $3.76M as of Q1 2026.
WESCAP Management Group sold 10,612 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $636K.
Vanguard Intermediate-Term Treasury ETF made up 0.74% of WESCAP Management Group's portfolio in Q1 2026, its #33 holding.
WESCAP Management Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
WESCAP Management Group's Vanguard Intermediate-Term Treasury ETF position peaked at $5.13M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.