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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
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

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Barrett & Company's VGIT Position: Q1 2026 in Review

Barrett & Company held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 147 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Barrett & Company first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.82K in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Barrett & Company held 147 shares of Vanguard Intermediate-Term Treasury ETF worth $8.75K as of Q1 2026.
  • Barrett & Company left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #473 holding.
  • Barrett & Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Barrett & Company's Vanguard Intermediate-Term Treasury ETF position peaked at $8.82K in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.