BHFP
VGIT icon

Blom & Howell Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Blom & Howell Financial Planning’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 		$1.83M Sell
31,081
-7,760
-20% -$459K 1.53% 17
2026
Q1 		$2.31M Sell
38,841
-12,648
-25% -$758K 2.27% 13
2025
Q4 		$3.09M Buy
+51,489
New +$3.1M 3.07% 12

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

Blom & Howell Financial Planning's VGIT Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 20% in Q2 2026, selling an estimated $459K and leaving 31,081 shares worth $1.83M. The position accounts for 1.53% of the portfolio, ranked #17.

Blom & Howell Financial Planning first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.09M in Q4 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Blom & Howell Financial Planning held 31,081 shares of Vanguard Intermediate-Term Treasury ETF worth $1.83M as of Q2 2026.
  • Blom & Howell Financial Planning sold 7,760 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $459K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.53% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $3.09M in Q4 2025.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.