Baker Tilly Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Baker Tilly Wealth 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	$4M	Sell	67,876 -1,325	-2%	-$78.3K	0.85%	25
2026 Q1	$4.12M	Buy	69,201 +7,631	+12%	+$457K	1%	26
2025 Q4	$3.69M	Sell	61,570 -52,994	-46%	-$3.19M	0.91%	26
2025 Q3	$6.88M	Buy	+114,564	New	+$6.84M	1.55%	14
2023 Q3	–	Sell	-10,386	Closed	-$609K	–	552
2023 Q2	$609K	Sell	10,386 -6,872	-40%	-$410K	0.06%	292
2023 Q1	$1.03M	Sell	17,258 -8,551	-33%	-$506K	0.12%	194
2022 Q4	$1.51M	Buy	25,809 +5,392	+26%	+$315K	0.19%	127
2022 Q3	$1.19M	Sell	20,417 -7,249	-26%	-$439K	0.16%	134
2022 Q2	$1.69M	Buy	27,666 +17,033	+160%	+$1.04M	0.22%	94
2022 Q1	$669K	Buy	+10,633	New	+$688K	0.07%	269

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 Tilly Wealth Management's VGIT Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.9% in Q2 2026, selling an estimated $78.3K and leaving 67,876 shares worth $4M. The position accounts for 0.85% of the portfolio, ranked #25.

Baker Tilly Wealth Management first reported a position in VGIT in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.88M in Q3 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Baker Tilly Wealth Management held 67,876 shares of Vanguard Intermediate-Term Treasury ETF worth $4M as of Q2 2026.
Baker Tilly Wealth Management sold 1,325 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $78.3K.
Vanguard Intermediate-Term Treasury ETF made up 0.85% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #25 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 10 quarters since.
Baker Tilly Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $6.88M in Q3 2025.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.