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Caldwell Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Caldwell Trust’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
Q1 		$382K Hold
6,410
– – 0.03% 254
2025
Q4 		$384K Hold
6,410
– – 0.03% 252
2025
Q3 		$385K Sell
6,410
-339
-5% -$20.2K 0.04% 249
2025
Q2 		$404K Buy
6,749
+339
+5% +$20.1K 0.04% 238
2025
Q1 		$381K Hold
6,410
– – 0.04% 237
2024
Q4 		$372K Buy
+6,410
New +$377K 0.04% 245

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Caldwell Trust's VGIT Position: Q1 2026 in Review

Caldwell Trust held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 6,410 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #254.

Caldwell Trust first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q2 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Caldwell Trust held 6,410 shares of Vanguard Intermediate-Term Treasury ETF worth $382K as of Q1 2026.
  • Caldwell Trust left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #254 holding.
  • Caldwell Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Caldwell Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $404K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.