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

Whalen 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 Q1	$1.1M	Buy	+18,481	New	+$1.11M	0.59%	41

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

Whalen Wealth Management's VGIT Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 18,481 shares worth $1.1M. The stake represents 0.59% of the portfolio and ranks #41 among its holdings.

954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Whalen Wealth Management held 18,481 shares of Vanguard Intermediate-Term Treasury ETF worth $1.1M as of Q1 2026.
Vanguard Intermediate-Term Treasury ETF was a new Whalen Wealth Management position in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.59% of Whalen Wealth Management's portfolio in Q1 2026, its #41 holding.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.