Albion Financial Group
VGIT icon

Albion Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Albion Financial 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
Q3 		$39.6M Buy
698,328
+28,248
+4% +$1.64M 2.24% 9
2026
Q2 		$39.5M Buy
670,080
+34,044
+5% +$2.01M 2.29% 9
2026
Q1 		$37.9M Buy
636,036
+22,011
+4% +$1.32M 2.44% 8
2025
Q4 		$36.8M Buy
614,025
+25,930
+4% +$1.56M 2.29% 8
2025
Q3 		$35.3M Buy
588,095
+31,331
+6% +$1.87M 2.13% 10
2025
Q2 		$33.3M Buy
556,764
+2,598
+0.5% +$154K 2.18% 10
2025
Q1 		$32.9M Buy
554,166
+25,675
+5% +$1.5M 2.33% 9
2024
Q4 		$30.7M Buy
528,491
+57,432
+12% +$3.38M 2.1% 10
2024
Q3 		$28.5M Buy
471,059
+466,109
+9,416% +$27.8M 1.97% 11
2024
Q2 		$288K Buy
4,950
+4,200
+560% +$243K 0.02% 165
2024
Q1 		$43.9K Hold
750
– – ﹤0.01% 233
2023
Q4 		$44.5K Hold
750
– – ﹤0.01% 229
2023
Q3 		$42.9K Hold
750
– – ﹤0.01% 221
2023
Q2 		$44K Hold
750
– – ﹤0.01% 228
2023
Q1 		$45K Hold
750
– – ﹤0.01% 214
2022
Q4 		$43.9K Hold
750
– – ﹤0.01% 217
2022
Q3 		$44K Sell
750
-26
-3% -$1.58K ﹤0.01% 220
2022
Q2 		$47K Hold
776
– – ﹤0.01% 222
2022
Q1 		$49K Sell
776
-26
-3% -$1.68K ﹤0.01% 258
2021
Q4 		$53K Buy
802
+52
+7% +$3.48K ﹤0.01% 279
2021
Q3 		$51K Hold
750
– – ﹤0.01% 245
2021
Q2 		$51K Buy
+750
New +$50.8K ﹤0.01% 253
2020
Q4 		$772K Hold
11,125
– – 0.08% 118
2020
Q3 		$784K Hold
11,125
– – 0.08% 119
2020
Q2 		$785K Buy
+11,125
New +$783K 0.09% 111

Other funds holding VGIT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Albion Financial Group's VGIT Position: Q3 2026 in Review

Albion Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.2% in Q3 2026, buying an estimated $1.64M and bringing the position to 698,328 shares worth $39.6M. The position accounts for 2.24% of the portfolio, ranked #9.

Albion Financial Group first reported a position in VGIT in Q2 2020 and has held it in 25 quarters since. 941 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Albion Financial Group held 698,328 shares of Vanguard Intermediate-Term Treasury ETF worth $39.6M as of Q3 2026.
  • Albion Financial Group bought 28,248 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.64M.
  • Vanguard Intermediate-Term Treasury ETF made up 2.24% of Albion Financial Group's portfolio in Q3 2026, its #9 holding.
  • Albion Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 25 quarters since.
  • 941 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.