Braun-Bostich & Associates
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Braun-Bostich & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Braun-Bostich & Associates’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
Q3 		$8.17M Buy
144,191
+57,141
+66% +$3.32M 4.67% 2
2026
Q2 		$5.13M Buy
87,050
+8,621
+11% +$509K 2.87% 10
2026
Q1 		$4.67M Buy
78,429
+56,421
+256% +$3.38M 2.93% 9
2025
Q4 		$1.32M Buy
22,008
+307
+1% +$18.5K 0.81% 36
2025
Q3 		$1.3M Buy
21,701
+879
+4% +$52.5K 0.82% 35
2025
Q2 		$1.25M Sell
20,822
-275
-1% -$16.3K 0.85% 35
2025
Q1 		$1.25M Sell
21,097
-336
-2% -$19.7K 0.93% 31
2024
Q4 		$1.24M Buy
21,433
+410
+2% +$24.1K 0.9% 30
2024
Q3 		$1.27M Sell
21,023
-6,139
-23% -$366K 0.89% 29
2024
Q2 		$1.58M Buy
27,162
+11,067
+69% +$640K 1.18% 26
2024
Q1 		$942K Buy
16,095
+2,237
+16% +$131K 0.79% 38
2023
Q4 		$822K Buy
+13,858
New +$799K 0.74% 37
2023
Q3 		– Sell
-13,156
Closed -$772K – 107
2023
Q2 		$772K Buy
13,156
+716
+6% +$42.7K 1.65% 20
2023
Q1 		$746K Buy
12,440
+562
+5% +$33.3K 1.76% 21
2022
Q4 		$695K Buy
11,878
+887
+8% +$51.8K 2.01% 21
2022
Q3 		$641K Buy
10,991
+111
+1% +$6.73K 1.96% 21
2022
Q2 		$665K Buy
10,880
+5,978
+122% +$366K 1.73% 24
2022
Q1 		$308K Buy
+4,902
New +$317K 0.66% 47

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Braun-Bostich & Associates's VGIT Position: Q3 2026 in Review

Braun-Bostich & Associates increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 66% in Q3 2026, buying an estimated $3.32M and bringing the position to 144,191 shares worth $8.17M. The position accounts for 4.67% of the portfolio, ranked #2.

Braun-Bostich & Associates first reported a position in VGIT in Q1 2022 and has held it in 18 quarters since. 776 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Braun-Bostich & Associates held 144,191 shares of Vanguard Intermediate-Term Treasury ETF worth $8.17M as of Q3 2026.
  • Braun-Bostich & Associates bought 57,141 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $3.32M.
  • Vanguard Intermediate-Term Treasury ETF made up 4.67% of Braun-Bostich & Associates's portfolio in Q3 2026, its #2 holding.
  • Braun-Bostich & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • 776 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Braun-Bostich & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.