Cerity Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cerity Partners’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	$304M	Buy	5,162,594 +379,357	+8%	+$22.4M	0.37%	49
2026 Q1	$285M	Buy	4,783,237 +561,176	+13%	+$33.6M	0.4%	41
2025 Q4	$253M	Buy	4,222,061 +406,627	+11%	+$24.5M	0.37%	49
2025 Q3	$229M	Sell	3,815,434 -10,429	-0.3%	-$623K	0.37%	46
2025 Q2	$229M	Buy	3,825,863 +1,298,817	+51%	+$76.9M	0.41%	42
2025 Q1	$150M	Buy	2,527,046 +197,281	+8%	+$11.5M	0.3%	67
2024 Q4	$135M	Buy	2,329,765 +38,539	+2%	+$2.27M	0.29%	73
2024 Q3	$138M	Buy	2,291,226 +517,044	+29%	+$30.9M	0.31%	67
2024 Q2	$103M	Buy	1,774,182 +1,530,111	+627%	+$88.5M	0.27%	77
2024 Q1	$14.3M	Sell	244,071 -39,742	-14%	-$2.33M	0.04%	367
2023 Q4	$16.8M	Buy	283,813 +108,149	+62%	+$6.23M	0.06%	275
2023 Q3	$10M	Sell	175,664 -72,651	-29%	-$4.21M	0.05%	297
2023 Q2	$14.6M	Buy	248,315 +121,329	+96%	+$7.23M	0.06%	292
2023 Q1	$7.61M	Buy	126,986 +49,968	+65%	+$2.96M	0.02%	407
2022 Q4	$4.5M	Buy	77,018 +7,429	+11%	+$434K	0.03%	383
2022 Q3	$4.06M	Sell	69,589 -12,962	-16%	-$786K	0.05%	268
2022 Q2	$5.05M	Sell	82,551 -9,685	-11%	-$593K	0.06%	251
2022 Q1	$5.8M	Sell	92,236 -46,691	-34%	-$3.02M	0.09%	178
2021 Q4	$9.23M	Sell	138,927 -51,148	-27%	-$3.43M	0.14%	132
2021 Q3	$12.8M	Sell	190,075 -2,310	-1%	-$157K	0.28%	79
2021 Q2	$13M	Buy	192,385 +5,824	+3%	+$394K	0.29%	72
2021 Q1	$12.5M	Buy	186,561 +11,005	+6%	+$753K	0.3%	71
2020 Q4	$12.2M	Buy	+175,556	New	+$12.3M	0.39%	53

Other funds holding VGIT

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Cerity Partners's VGIT Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.9% in Q2 2026, buying an estimated $22.4M and bringing the position to 5,162,594 shares worth $304M. The position accounts for 0.37% of the portfolio, ranked #49.

Cerity Partners first reported a position in VGIT in Q4 2020 and has held it in 23 quarters since. 899 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Cerity Partners held 5,162,594 shares of Vanguard Intermediate-Term Treasury ETF worth $304M as of Q2 2026.
Cerity Partners bought 379,357 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $22.4M.
Vanguard Intermediate-Term Treasury ETF made up 0.37% of Cerity Partners's portfolio in Q2 2026, its #49 holding.
Cerity Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
899 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.