Western Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Western 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	$2.12M	Sell	35,978 -5,541	-13%	-$327K	0.07%	289
2026 Q1	$2.47M	Buy	+41,519	New	+$2.49M	0.09%	241

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

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

Western Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q2 2026, selling an estimated $327K and leaving 35,978 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #289.

Western Wealth Management first reported a position in VGIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.47M in Q1 2026. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Western Wealth Management held 35,978 shares of Vanguard Intermediate-Term Treasury ETF worth $2.12M as of Q2 2026.
Western Wealth Management sold 5,541 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $327K.
Vanguard Intermediate-Term Treasury ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #289 holding.
Western Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Western Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.47M in Q1 2026.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.