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

Cobblestone Capital 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
2025 Q3	$9.9M	Buy	164,857 +57,875	+54%	+$3.46M	0.48%	47
2025 Q2	$6.4M	Buy	106,982 +3,561	+3%	+$211K	0.33%	50
2025 Q1	$6.14M	Buy	103,421 +43,752	+73%	+$2.56M	0.34%	49
2024 Q4	$3.46M	Buy	59,669 +25,900	+77%	+$1.52M	0.19%	59
2024 Q3	$2.04M	Buy	33,769 +15,320	+83%	+$914K	0.11%	81
2024 Q2	$1.07M	Hold	18,449	–	–	0.07%	123
2024 Q1	$1.08M	Sell	18,449 -15,180	-45%	-$891K	0.07%	119
2023 Q4	$1.99M	Buy	33,629 +15,363	+84%	+$885K	0.13%	74
2023 Q3	$1.04M	Sell	18,266 -25,270	-58%	-$1.47M	0.08%	106
2023 Q2	$2.55M	Buy	43,536 +20,355	+88%	+$1.21M	0.18%	59
2023 Q1	$1.39M	Sell	23,181 -338,460	-94%	-$20M	0.1%	95
2022 Q4	$21.1M	Buy	+361,641	New	+$21.1M	1.61%	19
2018 Q2	–	Sell	-17,290	Closed	-$1.09M	–	250
2018 Q1	$1.09M	Buy	17,290 +1,600	+10%	+$101K	0.11%	90
2017 Q4	$1M	Buy	+15,690	New	+$1.01M	0.1%	104

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Cobblestone Capital Advisors's VGIT Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 54% in Q3 2025, buying an estimated $3.46M and bringing the position to 164,857 shares worth $9.9M. The position accounts for 0.48% of the portfolio, ranked #47.

Cobblestone Capital Advisors first reported a position in VGIT in Q4 2017 and has held it in 14 quarters since. The position peaked at $21.1M in Q4 2022. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

Cobblestone Capital Advisors held 164,857 shares of Vanguard Intermediate-Term Treasury ETF worth $9.9M as of Q3 2025.
Cobblestone Capital Advisors bought 57,875 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $3.46M.
Vanguard Intermediate-Term Treasury ETF made up 0.48% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #47 holding.
Cobblestone Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and has held it in 14 quarters since.
Cobblestone Capital Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $21.1M in Q4 2022.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.