Winch Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Winch Advisory Services’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	$1.11M	Buy	18,696 +135	+0.7%	+$8.09K	0.25%	51
2025 Q4	$1.11M	Buy	18,561 +2,404	+15%	+$145K	0.25%	46
2025 Q3	$970K	Buy	16,157 +1,676	+12%	+$100K	0.22%	50
2025 Q2	$866K	Buy	14,481 +140	+1%	+$8.29K	0.21%	50
2025 Q1	$852K	Buy	14,341 +1,739	+14%	+$102K	0.23%	50
2024 Q4	$731K	Buy	12,602 +2,189	+21%	+$129K	0.19%	53
2024 Q3	$629K	Buy	10,413 +95	+0.9%	+$5.67K	0.17%	56
2024 Q2	$601K	Buy	10,318 +1,237	+14%	+$71.5K	0.17%	54
2024 Q1	$532K	Buy	9,081 +3,004	+49%	+$176K	0.16%	56
2023 Q4	$360K	Buy	6,077 +5,942	+4,401%	+$342K	0.12%	63
2023 Q3	$8K	Buy	135 +1	+0.7%	+$58	﹤0.01%	273
2023 Q2	$8K	Buy	134 +68	+103%	+$4.05K	﹤0.01%	274
2023 Q1	$4K	Hold	66	–	–	﹤0.01%	318
2022 Q4	$4K	Buy	+66	New	+$3.86K	﹤0.01%	301
2022 Q2	–	Sell	-1,269	Closed	-$80K	–	482
2022 Q1	$80K	Buy	1,269 +2	+0.2%	+$129	0.03%	106
2021 Q4	$84K	Buy	1,267 +11	+0.9%	+$737	0.03%	100
2021 Q3	$85K	Sell	1,256 -238	-16%	-$16.2K	0.03%	100
2021 Q2	$101K	Buy	1,494 +5	+0.3%	+$338	0.04%	88
2021 Q1	$100K	Buy	1,489 +2	+0.1%	+$137	0.04%	82
2020 Q4	$103K	Buy	1,487 +17	+1%	+$1.19K	0.04%	72
2020 Q3	$104K	Buy	1,470 +5	+0.3%	+$353	0.04%	65
2020 Q2	$103K	Buy	+1,465	New	+$103K	0.05%	63

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

Winch Advisory Services's VGIT Position: Q1 2026 in Review

Winch Advisory Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.73% in Q1 2026, buying an estimated $8.09K and bringing the position to 18,696 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #51.

Winch Advisory Services first reported a position in VGIT in Q2 2020 and has held it in 22 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Winch Advisory Services held 18,696 shares of Vanguard Intermediate-Term Treasury ETF worth $1.11M as of Q1 2026.
Winch Advisory Services bought 135 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $8.09K.
Vanguard Intermediate-Term Treasury ETF made up 0.25% of Winch Advisory Services's portfolio in Q1 2026, its #51 holding.
Winch Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 22 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.