Burney Company’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Burney Company’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	$89.8M	Buy	1,522,975 +150,549	+11%	+$8.9M	2.42%	4
2026 Q1	$81.7M	Buy	1,372,426 +53,938	+4%	+$3.23M	2.56%	4
2025 Q4	$79M	Buy	1,318,488 +53,200	+4%	+$3.2M	2.46%	4
2025 Q3	$76M	Buy	1,265,288 +39,973	+3%	+$2.39M	2.42%	3
2025 Q2	$73.3M	Buy	1,225,315 +23,395	+2%	+$1.38M	2.48%	3
2025 Q1	$71.4M	Buy	1,201,920 +174,732	+17%	+$10.2M	2.6%	3
2024 Q4	$59.6M	Buy	1,027,188 +158,063	+18%	+$9.29M	2.11%	3
2024 Q3	$52.5M	Buy	869,125 +353,839	+69%	+$21.1M	1.87%	4
2024 Q2	$30M	Buy	+515,286	New	+$29.8M	1.15%	12
2022 Q1	–	Sell	-5,262	Closed	-$350K	–	603
2021 Q4	$350K	Sell	5,262 -12,107	-70%	-$811K	0.02%	469
2021 Q3	$1.17M	Sell	17,369 -5,891	-25%	-$402K	0.06%	286
2021 Q2	$1.58M	Sell	23,260 -5,465	-19%	-$370K	0.07%	260
2021 Q1	$1.93M	Hold	28,725	–	–	0.1%	227
2020 Q4	$1.99M	Sell	28,725 -647	-2%	-$45.2K	0.11%	214
2020 Q3	$2.07M	Hold	29,372	–	–	0.13%	204
2020 Q2	$2.07M	Buy	+29,372	New	+$2.07M	0.13%	187

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

Burney Company's VGIT Position: Q2 2026 in Review

Burney Company increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, buying an estimated $8.9M and bringing the position to 1,522,975 shares worth $89.8M. The position accounts for 2.42% of the portfolio, ranked #4.

Burney Company first reported a position in VGIT in Q2 2020 and has held it in 16 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Burney Company held 1,522,975 shares of Vanguard Intermediate-Term Treasury ETF worth $89.8M as of Q2 2026.
Burney Company bought 150,549 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $8.9M.
Vanguard Intermediate-Term Treasury ETF made up 2.42% of Burney Company's portfolio in Q2 2026, its #4 holding.
Burney Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 16 quarters since.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.