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Berger Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Berger Financial Group’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 		$205K Sell
3,445
-382
-10% -$22.9K 0.01% 454
2025
Q4 		$229K Buy
+3,827
New +$230K 0.01% 425

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

Berger Financial Group's VGIT Position: Q1 2026 in Review

Berger Financial Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q1 2026, selling an estimated $22.9K and leaving 3,445 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #454.

Berger Financial Group first reported a position in VGIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $229K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Berger Financial Group held 3,445 shares of Vanguard Intermediate-Term Treasury ETF worth $205K as of Q1 2026.
  • Berger Financial Group sold 382 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $22.9K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #454 holding.
  • Berger Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Berger Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $229K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.