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D.B. Root & Company’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

D.B. Root & Company’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 		$3.14M Buy
53,168
+6,649
+14% +$393K 0.67% 31
2026
Q1 		$2.77M Buy
46,519
+10,708
+30% +$641K 0.66% 32
2025
Q4 		$2.15M Buy
35,811
+3,555
+11% +$214K 0.52% 33
2025
Q3 		$1.94M Sell
32,256
-30,492
-49% -$1.82M 0.49% 33
2025
Q2 		$3.75M Buy
+62,748
New +$3.71M 1.11% 21

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

D.B. Root & Company's VGIT Position: Q2 2026 in Review

D.B. Root & Company increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 14% in Q2 2026, buying an estimated $393K and bringing the position to 53,168 shares worth $3.14M. The position accounts for 0.67% of the portfolio, ranked #31.

D.B. Root & Company first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q2 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • D.B. Root & Company held 53,168 shares of Vanguard Intermediate-Term Treasury ETF worth $3.14M as of Q2 2026.
  • D.B. Root & Company bought 6,649 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $393K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.67% of D.B. Root & Company's portfolio in Q2 2026, its #31 holding.
  • D.B. Root & Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • D.B. Root & Company's Vanguard Intermediate-Term Treasury ETF position peaked at $3.75M in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.