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Burkett Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Burkett Financial Services’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 		$3.98M Sell
70,272
-30,881
-31% -$1.79M 1.2% 13
2026
Q2 		$5.97M Buy
101,153
+3,804
+4% +$225K 1.87% 11
2026
Q1 		$5.8M Buy
97,349
+9,371
+11% +$561K 1.99% 11
2025
Q4 		$5.27M Buy
87,978
+18,968
+27% +$1.14M 1.8% 11
2025
Q3 		$4.14M Sell
69,010
-39,694
-37% -$2.37M 1.43% 11
2025
Q2 		$6.5M Buy
108,704
+14,915
+16% +$883K 2.34% 11
2025
Q1 		$5.57M Buy
93,789
+6,723
+8% +$393K 2.27% 10
2024
Q4 		$5.05M Buy
87,066
+9,593
+12% +$564K 2.06% 10
2024
Q3 		$4.68M Buy
77,473
+38,847
+101% +$2.32M 1.93% 10
2024
Q2 		$2.25M Buy
38,626
+8,762
+29% +$507K 1.15% 11
2024
Q1 		$1.75M Buy
29,864
+13,676
+84% +$802K 0.9% 13
2023
Q4 		$960K Buy
+16,188
New +$933K 0.53% 18

Other funds holding VGIT

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Burkett Financial Services's VGIT Position: Q3 2026 in Review

Burkett Financial Services reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 31% in Q3 2026, selling an estimated $1.79M and leaving 70,272 shares worth $3.98M. The position accounts for 1.2% of the portfolio, ranked #13.

Burkett Financial Services first reported a position in VGIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.5M in Q2 2025. 58 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Burkett Financial Services held 70,272 shares of Vanguard Intermediate-Term Treasury ETF worth $3.98M as of Q3 2026.
  • Burkett Financial Services sold 30,881 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.79M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.2% of Burkett Financial Services's portfolio in Q3 2026, its #13 holding.
  • Burkett Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Vanguard Intermediate-Term Treasury ETF position peaked at $6.5M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.