Birchbrook’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Birchbrook’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	$33.7M	Sell	571,005 -15,487	-3%	-$915K	15.81%	1
2026 Q1	$34.9M	Sell	586,492 -14,782	-2%	-$886K	17.13%	1
2025 Q4	$36M	Buy	601,274 +13,954	+2%	+$839K	17.97%	1
2025 Q3	$35.3M	Sell	587,320 -2,655	-0.5%	-$159K	18.23%	1
2025 Q2	$35.3M	Sell	589,975 -32,017	-5%	-$1.9M	18.91%	1
2025 Q1	$36.9M	Sell	621,992 -13,578	-2%	-$794K	20.76%	1
2024 Q4	$36.9M	Buy	635,570 +1,866	+0.3%	+$110K	20.96%	1
2024 Q3	$38.3M	Sell	633,704 -14,168	-2%	-$846K	21.23%	1
2024 Q2	$37.7M	Buy	647,872 +7,092	+1%	+$410K	22.63%	1
2024 Q1	$37.5M	Buy	640,780 +69,145	+12%	+$4.06M	22.31%	1
2023 Q4	$33.9M	Buy	+571,635	New	+$32.9M	22.36%	1

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

Birchbrook's VGIT Position: Q2 2026 in Review

Birchbrook reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.6% in Q2 2026, selling an estimated $915K and leaving 571,005 shares worth $33.7M. The position accounts for 15.81% of the portfolio, ranked #1.

Birchbrook first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.3M in Q3 2024. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Birchbrook held 571,005 shares of Vanguard Intermediate-Term Treasury ETF worth $33.7M as of Q2 2026.
Birchbrook sold 15,487 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $915K.
Vanguard Intermediate-Term Treasury ETF made up 15.81% of Birchbrook's portfolio in Q2 2026, its #1 holding.
Birchbrook first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Vanguard Intermediate-Term Treasury ETF position peaked at $38.3M in Q3 2024.
980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.