Barrett & Company’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Barrett & Company’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	$8.67K	Hold	147	–	–	﹤0.01%	503
2026 Q1	$8.75K	Hold	147	–	–	﹤0.01%	473
2025 Q4	$8.81K	Hold	147	–	–	﹤0.01%	477
2025 Q3	$8.82K	Hold	147	–	–	﹤0.01%	480
2025 Q2	$8.79K	Hold	147	–	–	﹤0.01%	480
2025 Q1	$8.73K	Hold	147	–	–	﹤0.01%	450
2024 Q4	$8.53K	Buy	+147	New	+$8.64K	﹤0.01%	444

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

Barrett & Company's VGIT Position: Q2 2026 in Review

Barrett & Company held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 147 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Barrett & Company first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.82K in Q3 2025. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Barrett & Company held 147 shares of Vanguard Intermediate-Term Treasury ETF worth $8.67K as of Q2 2026.
Barrett & Company left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #503 holding.
Barrett & Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Barrett & Company's Vanguard Intermediate-Term Treasury ETF position peaked at $8.82K in Q3 2025.
981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.