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AMI Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

AMI Investment 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 		$28.6M Buy
484,140
+49,434
+11% +$2.92M 6.07% 4
2026
Q1 		$25.9M Buy
434,706
+20,949
+5% +$1.25M 5.82% 5
2025
Q4 		$24.8M Buy
413,757
+106,525
+35% +$6.41M 5.57% 5
2025
Q3 		$18.4M Buy
307,232
+69,131
+29% +$4.13M 4.28% 5
2025
Q2 		$14.2M Buy
238,101
+9,374
+4% +$555K 3.68% 6
2025
Q1 		$13.6M Buy
228,727
+13,543
+6% +$792K 4.38% 4
2024
Q4 		$12.5M Buy
215,184
+28,198
+15% +$1.66M 4.06% 4
2024
Q3 		$11.3M Sell
186,986
-1,035
-0.6% -$61.8K 3.82% 5
2024
Q2 		$10.9M Buy
188,021
+13,782
+8% +$797K 3.82% 5
2024
Q1 		$10.2M Buy
174,239
+17,556
+11% +$1.03M 3.71% 6
2023
Q4 		$9.29M Buy
156,683
+7,971
+5% +$459K 3.77% 4
2023
Q3 		$8.5M Sell
148,712
-3,578
-2% -$207K 3.82% 5
2023
Q2 		$8.93M Buy
152,290
+11,990
+9% +$715K 3.97% 5
2023
Q1 		$8.41M Buy
140,300
+24,806
+21% +$1.47M 3.93% 5
2022
Q4 		$6.75M Buy
+115,494
New +$6.75M 3.4% 6

Other funds holding VGIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

AMI Investment Management's VGIT Position: Q2 2026 in Review

AMI Investment Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, buying an estimated $2.92M and bringing the position to 484,140 shares worth $28.6M. The position accounts for 6.07% of the portfolio, ranked #4.

AMI Investment Management first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. 495 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • AMI Investment Management held 484,140 shares of Vanguard Intermediate-Term Treasury ETF worth $28.6M as of Q2 2026.
  • AMI Investment Management bought 49,434 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.92M.
  • Vanguard Intermediate-Term Treasury ETF made up 6.07% of AMI Investment Management's portfolio in Q2 2026, its #4 holding.
  • AMI Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 495 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.