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 Q3	$3.81M	Sell	67,156 -720	-1%	-$41.8K	0.75%	29
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

AIM

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

BSB

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

VFA

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

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFP

Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Baker Tilly Wealth Management's VGIT Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q3 2026, selling an estimated $41.8K and leaving 67,156 shares worth $3.81M. The position accounts for 0.75% of the portfolio, ranked #29.

Baker Tilly Wealth Management first reported a position in VGIT in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.88M in Q3 2025. 58 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Baker Tilly Wealth Management held 67,156 shares of Vanguard Intermediate-Term Treasury ETF worth $3.81M as of Q3 2026.
Baker Tilly Wealth Management sold 720 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $41.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.75% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #29 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 11 quarters since.
Baker Tilly Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $6.88M in Q3 2025.
58 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.