Carl P. Sherr & Co
VGIT icon

Carl P. Sherr & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carl P. Sherr & Co’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 		$213K Hold
3,759
– – 0.09% 128
2026
Q2 		$222K Hold
3,759
– – 0.09% 125
2026
Q1 		$224K Hold
3,759
– – 0.11% 117
2025
Q4 		$225K Buy
+3,759
New +$226K 0.1% 120

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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Carl P. Sherr & Co's VGIT Position: Q3 2026 in Review

Carl P. Sherr & Co held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2026 at 3,759 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #128.

Carl P. Sherr & Co first reported a position in VGIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 941 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Carl P. Sherr & Co held 3,759 shares of Vanguard Intermediate-Term Treasury ETF worth $213K as of Q3 2026.
  • Carl P. Sherr & Co left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.09% of Carl P. Sherr & Co's portfolio in Q3 2026, its #128 holding.
  • Carl P. Sherr & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Carl P. Sherr & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $225K in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Carl P. Sherr & Co's 13F filing for Q3 2026, filed 6 Nov 2026.