Bailard’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bailard’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	$295K	Sell	5,210 -3,681	-41%	-$214K	0.01%	626
2026 Q2	$524K	Sell	8,891 -11,939	-57%	-$705K	0.01%	504
2026 Q1	$1.24M	Buy	+20,830	New	+$1.25M	0.03%	292
2025 Q4	–	Sell	-5,726	Closed	-$344K	–	883
2025 Q3	$344K	Sell	5,726 -3,734	-39%	-$223K	0.01%	580
2025 Q2	$566K	Sell	9,460 -1,490	-14%	-$88.2K	0.01%	464
2025 Q1	$650K	Sell	10,950 -84,741	-89%	-$4.96M	0.02%	401
2024 Q4	$5.55M	Buy	95,691 +7,680	+9%	+$451K	0.14%	126
2024 Q3	$5.32M	Buy	+88,011	New	+$5.25M	0.14%	133

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Bailard's VGIT Position: Q3 2026 in Review

Bailard reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 41% in Q3 2026, selling an estimated $214K and leaving 5,210 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #626.

Bailard first reported a position in VGIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.55M in Q4 2024. 226 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Bailard held 5,210 shares of Vanguard Intermediate-Term Treasury ETF worth $295K as of Q3 2026.
Bailard sold 3,681 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $214K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Bailard's portfolio in Q3 2026, its #626 holding.
Bailard first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Bailard's Vanguard Intermediate-Term Treasury ETF position peaked at $5.55M in Q4 2024.
226 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.