Baron Silver Stevens Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Baron Silver Stevens Financial 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	$4.74M	Sell	80,295 -17,341	-18%	-$1.02M	0.6%	30
2026 Q1	$5.81M	Buy	97,636 +13,338	+16%	+$799K	0.84%	27
2025 Q4	$5.05M	Sell	84,298 -2,805	-3%	-$169K	0.73%	28
2025 Q3	$5.23M	Buy	87,103 +1,695	+2%	+$101K	0.77%	27
2025 Q2	$5.11M	Buy	85,408 +49,587	+138%	+$2.94M	0.82%	26
2025 Q1	$2.13M	Buy	35,821 +16,556	+86%	+$968K	0.37%	35
2024 Q4	$1.12M	Buy	19,265 +67	+0.3%	+$3.94K	0.19%	54
2024 Q3	$1.16M	Buy	19,198 +628	+3%	+$37.5K	0.2%	52
2024 Q2	$1.08M	Buy	18,570 +1,000	+6%	+$57.8K	0.21%	51
2024 Q1	$1.03M	Buy	17,570 +5,810	+49%	+$341K	0.2%	51
2023 Q4	$698K	Buy	+11,760	New	+$678K	0.15%	56

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

Baron Silver Stevens Financial Advisors's VGIT Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 18% in Q2 2026, selling an estimated $1.02M and leaving 80,295 shares worth $4.74M. The position accounts for 0.6% of the portfolio, ranked #30.

Baron Silver Stevens Financial Advisors first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.81M in Q1 2026. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Baron Silver Stevens Financial Advisors held 80,295 shares of Vanguard Intermediate-Term Treasury ETF worth $4.74M as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 17,341 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.02M.
Vanguard Intermediate-Term Treasury ETF made up 0.6% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #30 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Baron Silver Stevens Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $5.81M in Q1 2026.
980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.