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

Anchor 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 Q1	$20.3K	Buy	341 +2	+0.6%	+$120	﹤0.01%	737
2025 Q4	$20.3K	Buy	339 +4	+1%	+$241	﹤0.01%	727
2025 Q3	$20.1K	Buy	335 +1	+0.3%	+$60	﹤0.01%	730
2025 Q2	$20K	Hold	334	–	–	﹤0.01%	721
2025 Q1	$19.8K	Hold	334	–	–	﹤0.01%	710
2024 Q4	$19.4K	Sell	334 -95	-22%	-$5.58K	﹤0.01%	716
2024 Q3	$25.9K	Hold	429	–	–	﹤0.01%	662
2024 Q2	$25K	Hold	429	–	–	﹤0.01%	615
2024 Q1	$25.1K	Hold	429	–	–	﹤0.01%	637
2023 Q4	$25.4K	Hold	429	–	–	﹤0.01%	620
2023 Q3	$24.5K	Hold	429	–	–	﹤0.01%	625
2023 Q2	$25.2K	Hold	429	–	–	﹤0.01%	616
2023 Q1	$25.7K	Hold	429	–	–	﹤0.01%	633
2022 Q4	$25.1K	Hold	429	–	–	﹤0.01%	611
2022 Q3	$25K	Hold	429	–	–	﹤0.01%	598
2022 Q2	$26.2K	Hold	429	–	–	﹤0.01%	605
2022 Q1	$27K	Hold	429	–	–	﹤0.01%	623
2021 Q4	$28.5K	Buy	+429	New	+$28.8K	﹤0.01%	639

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

Anchor Investment Management's VGIT Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.59% in Q1 2026, buying an estimated $120 and bringing the position to 341 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Anchor Investment Management first reported a position in VGIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $28.5K in Q4 2021. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Anchor Investment Management held 341 shares of Vanguard Intermediate-Term Treasury ETF worth $20.3K as of Q1 2026.
Anchor Investment Management bought 2 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $120.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #737 holding.
Anchor Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
Anchor Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $28.5K in Q4 2021.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.