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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bailard's VGIT Position: Q2 2026 in Review

Bailard reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 57% in Q2 2026, selling an estimated $705K and leaving 8,891 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #504.

Bailard first reported a position in VGIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.55M in Q4 2024. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Bailard held 8,891 shares of Vanguard Intermediate-Term Treasury ETF worth $524K as of Q2 2026.
Bailard sold 11,939 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $705K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Bailard's portfolio in Q2 2026, its #504 holding.
Bailard first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Bailard's Vanguard Intermediate-Term Treasury ETF position peaked at $5.55M in Q4 2024.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.