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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
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

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

D.B. Root & Company's VGIT Position: Q1 2026 in Review

D.B. Root & Company increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 30% in Q1 2026, buying an estimated $641K and bringing the position to 46,519 shares worth $2.77M. The position accounts for 0.66% of the portfolio, ranked #32.

D.B. Root & Company first reported a position in VGIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.75M in Q2 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • D.B. Root & Company held 46,519 shares of Vanguard Intermediate-Term Treasury ETF worth $2.77M as of Q1 2026.
  • D.B. Root & Company bought 10,708 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $641K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.66% of D.B. Root & Company's portfolio in Q1 2026, its #32 holding.
  • D.B. Root & Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • D.B. Root & Company's Vanguard Intermediate-Term Treasury ETF position peaked at $3.75M in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.