B
VGIT icon

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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Bailard's VGIT Position: Q1 2026 in Review

Bailard opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 20,830 shares worth $1.24M. The stake represents 0.03% of the portfolio and ranks #292 among its holdings. This is a return to the name: Bailard previously reported a position in VGIT as recently as Q3 2025.

Bailard first reported a position in VGIT in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.55M in Q4 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Bailard held 20,830 shares of Vanguard Intermediate-Term Treasury ETF worth $1.24M as of Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Bailard position in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Bailard's portfolio in Q1 2026, its #292 holding.
  • Bailard first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 6 quarters since.
  • Bailard's Vanguard Intermediate-Term Treasury ETF position peaked at $5.55M in Q4 2024.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.