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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
Q2 		$203K Hold
3,445
– – 0.01% 464
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Berger Financial Group's VGIT Position: Q2 2026 in Review

Berger Financial Group held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 3,445 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #464.

Berger Financial Group first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Berger Financial Group held 3,445 shares of Vanguard Intermediate-Term Treasury ETF worth $203K as of Q2 2026.
  • Berger Financial Group left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #464 holding.
  • Berger Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Berger Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $229K in Q4 2025.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.