Ballentine Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ballentine Partners’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	$288K	Hold	4,884	–	–	﹤0.01%	812
2026 Q1	$291K	Buy	4,884 +280	+6%	+$16.8K	﹤0.01%	757
2025 Q4	$276K	Buy	+4,604	New	+$277K	﹤0.01%	747
2025 Q3	–	Sell	-39,349	Closed	-$2.35M	–	1067
2025 Q2	$2.35M	Sell	39,349 -3,063	-7%	-$181K	0.04%	172
2025 Q1	$2.52M	Sell	42,412 -9,973	-19%	-$583K	0.04%	155
2024 Q4	$3.04M	Buy	52,385 +23,088	+79%	+$1.36M	0.05%	128
2024 Q3	$1.77M	Sell	29,297 -18,132	-38%	-$1.08M	0.03%	192
2024 Q2	$2.76M	Buy	47,429 +21,269	+81%	+$1.23M	0.05%	122
2024 Q1	$1.53M	Buy	26,160 +12,943	+98%	+$759K	0.03%	185
2023 Q4	$784K	Buy	+13,217	New	+$762K	0.02%	269

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Ballentine Partners's VGIT Position: Q2 2026 in Review

Ballentine Partners held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 4,884 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Ballentine Partners first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.04M in Q4 2024. 245 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Ballentine Partners held 4,884 shares of Vanguard Intermediate-Term Treasury ETF worth $288K as of Q2 2026.
Ballentine Partners left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #812 holding.
Ballentine Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Ballentine Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $3.04M in Q4 2024.
245 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.