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 Q2	$3.83M	Buy	64,870 +1,809	+3%	+$107K	0.71%	34
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WESCAP Management Group's VGIT Position: Q2 2026 in Review

WESCAP Management Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.9% in Q2 2026, buying an estimated $107K and bringing the position to 64,870 shares worth $3.83M. The position accounts for 0.71% of the portfolio, ranked #34.

WESCAP Management Group first reported a position in VGIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.13M in Q3 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

WESCAP Management Group held 64,870 shares of Vanguard Intermediate-Term Treasury ETF worth $3.83M as of Q2 2026.
WESCAP Management Group bought 1,809 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $107K.
Vanguard Intermediate-Term Treasury ETF made up 0.71% of WESCAP Management Group's portfolio in Q2 2026, its #34 holding.
WESCAP Management Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
WESCAP Management Group's Vanguard Intermediate-Term Treasury ETF position peaked at $5.13M in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.