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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
Q1 		$224K Hold
3,759
– – 0.11% 117
2025
Q4 		$225K Buy
+3,759
New +$226K 0.1% 120

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

Carl P. Sherr & Co's VGIT Position: Q1 2026 in Review

Carl P. Sherr & Co held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 3,759 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #117.

Carl P. Sherr & Co first reported a position in VGIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Carl P. Sherr & Co held 3,759 shares of Vanguard Intermediate-Term Treasury ETF worth $224K as of Q1 2026.
  • Carl P. Sherr & Co left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.11% of Carl P. Sherr & Co's portfolio in Q1 2026, its #117 holding.
  • Carl P. Sherr & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Carl P. Sherr & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $225K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.