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Brindle & Bay Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Brindle & Bay Financial Advisors’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 		$2.03M Buy
34,485
+2,866
+9% +$169K 1.02% 20
2026
Q1 		$1.88M Sell
31,619
-1,288
-4% -$77.2K 1.16% 23
2025
Q4 		$1.97M Buy
+32,907
New +$1.98M 1.31% 22

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

Brindle & Bay Financial Advisors's VGIT Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.1% in Q2 2026, buying an estimated $169K and bringing the position to 34,485 shares worth $2.03M. The position accounts for 1.02% of the portfolio, ranked #20.

Brindle & Bay Financial Advisors first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 969 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Brindle & Bay Financial Advisors held 34,485 shares of Vanguard Intermediate-Term Treasury ETF worth $2.03M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 2,866 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $169K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.02% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 969 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.