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Balentine LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Balentine LLC’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
2025
Q4 		– Sell
-874
Closed -$52.5K – 242
2025
Q3 		$52.5K Buy
+874
New +$52.2K ﹤0.01% 202
2024
Q2 		– Sell
-327
Closed -$19.1K – 558
2024
Q1 		$19.1K Buy
+327
New +$19.2K ﹤0.01% 551
2021
Q2 		– Sell
-47
Closed -$3K – 249
2021
Q1 		$3K Buy
+47
New +$3.21K ﹤0.01% 202

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Balentine LLC's VGIT Position: Q4 2025 in Review

Balentine LLC sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 874 shares — an estimated $52.5K sold.

Balentine LLC first reported a position in VGIT in Q1 2021 and held it in 3 quarters. The position peaked at $52.5K in Q3 2025. 920 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

  • Balentine LLC reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Balentine LLC sold 874 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $52.5K.
  • Balentine LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and held it in 3 quarters.
  • Balentine LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $52.5K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Balentine LLC's 13F filing for Q4 2025, filed 2 Feb 2026.