Baker Avenue Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Baker Avenue Asset 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	$249K	Buy	4,221 +369	+10%	+$21.8K	﹤0.01%	723
2026 Q1	$229K	Sell	3,852 -415	-10%	-$24.9K	0.01%	690
2025 Q4	$256K	Buy	4,267 +14	+0.3%	+$842	0.01%	548
2025 Q3	$255K	Hold	4,253	–	–	0.01%	517
2025 Q2	$254K	Buy	4,253 +19	+0.4%	+$1.13K	0.01%	426
2025 Q1	$251K	Sell	4,234 -1,768	-29%	-$103K	0.01%	388
2024 Q4	$348K	Buy	6,002 +954	+19%	+$56.1K	0.01%	339
2024 Q3	$305K	Buy	+5,048	New	+$301K	0.01%	344
2023 Q4	–	Sell	-1,881	Closed	-$107K	–	1452
2023 Q3	$107K	Sell	1,881 -216	-10%	-$12.5K	0.01%	415
2023 Q2	$123K	Hold	2,097	–	–	0.01%	399
2023 Q1	$126K	Sell	2,097 -303	-13%	-$17.9K	0.01%	400
2022 Q4	$140K	Buy	+2,400	New	+$140K	0.01%	364
2021 Q3	–	Sell	-5,043	Closed	-$341K	–	276
2021 Q2	$341K	Hold	5,043	–	–	0.02%	200
2021 Q1	$339K	Buy	5,043 +1,047	+26%	+$71.6K	0.02%	194
2020 Q4	$277K	Buy	+3,996	New	+$279K	0.02%	204

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

Baker Avenue Asset Management's VGIT Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.6% in Q2 2026, buying an estimated $21.8K and bringing the position to 4,221 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Baker Avenue Asset Management first reported a position in VGIT in Q4 2020 and has held it in 15 quarters since. The position peaked at $348K in Q4 2024. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Baker Avenue Asset Management held 4,221 shares of Vanguard Intermediate-Term Treasury ETF worth $249K as of Q2 2026.
Baker Avenue Asset Management bought 369 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $21.8K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #723 holding.
Baker Avenue Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 15 quarters since.
Baker Avenue Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $348K in Q4 2024.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.