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Ballast Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ballast Advisors’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 		– Sell
-91
Closed -$5.42K – 377
2026
Q1 		$5.42K Buy
+91
New +$5.45K ﹤0.01% 334

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ballast Advisors's VGIT Position: Q2 2026 in Review

Ballast Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 91 shares — an estimated $5.42K sold.

Ballast Advisors first reported a position in VGIT in Q1 2026 and held it in 1 quarter. The position peaked at $5.42K in Q1 2026. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Ballast Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 91 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $5.42K.
  • Ballast Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $5.42K in Q1 2026.
  • 973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.