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 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

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

Burkett Financial Services's VGIT Position: Q2 2026 in Review

Burkett Financial Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.9% in Q2 2026, buying an estimated $225K and bringing the position to 101,153 shares worth $5.97M. The position accounts for 1.87% of the portfolio, ranked #11.

Burkett Financial Services first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.5M in Q2 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Burkett Financial Services held 101,153 shares of Vanguard Intermediate-Term Treasury ETF worth $5.97M as of Q2 2026.
Burkett Financial Services bought 3,804 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $225K.
Vanguard Intermediate-Term Treasury ETF made up 1.87% of Burkett Financial Services's portfolio in Q2 2026, its #11 holding.
Burkett Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Vanguard Intermediate-Term Treasury ETF position peaked at $6.5M in Q2 2025.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.