Claris Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Claris Advisors’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	$5.39M	Buy	90,462 +6,588	+8%	+$395K	1.61%	19
2025 Q4	$5.03M	Buy	83,874 +27,377	+48%	+$1.65M	1.53%	19
2025 Q3	$3.38M	Buy	56,497 +866	+2%	+$51.7K	1.17%	19
2025 Q2	$3.33M	Buy	55,631 +13,860	+33%	+$820K	1.16%	19
2025 Q1	$2.48M	Buy	41,771 +3,428	+9%	+$201K	0.92%	19
2024 Q4	$2.22M	Buy	38,343 +1,528	+4%	+$89.8K	0.84%	19
2024 Q3	$2.22M	Buy	36,815 +13,963	+61%	+$833K	0.96%	15
2024 Q2	$1.33M	Buy	22,852 +10,240	+81%	+$592K	0.69%	20
2024 Q1	$738K	Buy	12,612 +5,447	+76%	+$320K	0.37%	26
2023 Q4	$425K	Buy	+7,165	New	+$413K	0.24%	32

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Claris Advisors's VGIT Position: Q1 2026 in Review

Claris Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.9% in Q1 2026, buying an estimated $395K and bringing the position to 90,462 shares worth $5.39M. The position accounts for 1.61% of the portfolio, ranked #19.

Claris Advisors first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Claris Advisors held 90,462 shares of Vanguard Intermediate-Term Treasury ETF worth $5.39M as of Q1 2026.
Claris Advisors bought 6,588 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $395K.
Vanguard Intermediate-Term Treasury ETF made up 1.61% of Claris Advisors's portfolio in Q1 2026, its #19 holding.
Claris Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.