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 Q2	$395K	Buy	6,698 +288	+4%	+$17K	0.03%	255
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

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

Caldwell Trust's VGIT Position: Q2 2026 in Review

Caldwell Trust increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.5% in Q2 2026, buying an estimated $17K and bringing the position to 6,698 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #255.

Caldwell Trust first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q2 2025. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Caldwell Trust held 6,698 shares of Vanguard Intermediate-Term Treasury ETF worth $395K as of Q2 2026.
Caldwell Trust bought 288 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $17K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Caldwell Trust's portfolio in Q2 2026, its #255 holding.
Caldwell Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Caldwell Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $404K in Q2 2025.
981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.