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Disciplined Investments’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Disciplined Investments’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 		$1.18M Sell
20,006
-333
-2% -$19.7K 0.38% 57
2026
Q1 		$1.21M Buy
20,339
+3,143
+18% +$188K 0.43% 51
2025
Q4 		$1.03M Buy
17,196
+5,703
+50% +$343K 0.4% 56
2025
Q3 		$690K Buy
11,493
+4,591
+67% +$274K 0.27% 68
2025
Q2 		$413K Buy
6,902
+33
+0.5% +$1.95K 0.17% 90
2025
Q1 		$408K Buy
6,869
+1,882
+38% +$110K 0.19% 91
2024
Q4 		$289K Buy
+4,987
New +$293K 0.14% 104
2023
Q3 		– Sell
-549
Closed -$32.2K – 1487
2023
Q2 		$32.2K Hold
549
– – 0.02% 235
2023
Q1 		$32.9K Hold
549
– – 0.01% 258
2022
Q4 		$32.1K Sell
549
-578
-51% -$33.8K 0.02% 240
2022
Q3 		$66K Sell
1,127
-505
-31% -$30.6K 0.03% 199
2022
Q2 		$100K Sell
1,632
-8,412
-84% -$515K 0.05% 163
2022
Q1 		$632K Sell
10,044
-1,620
-14% -$105K 0.26% 78
2021
Q4 		$775K Sell
11,664
-241
-2% -$16.2K 0.34% 67
2021
Q3 		$804K Buy
11,905
+98
+0.8% +$6.68K 0.39% 59
2021
Q2 		$801K Buy
11,807
+96
+0.8% +$6.5K 0.41% 60
2021
Q1 		$787K Buy
11,711
+294
+3% +$20.1K 0.46% 57
2020
Q4 		$793K Sell
11,417
-726
-6% -$50.8K 0.53% 48
2020
Q3 		$856K Buy
12,143
+1,360
+13% +$95.9K 0.63% 48
2020
Q2 		$761K Sell
10,783
-1,758
-14% -$124K 0.59% 48
2020
Q1 		$885K Sell
12,541
-7,712
-38% -$523K 0.84% 36
2019
Q4 		$1.33M Buy
+20,253
New +$1.34M 1.13% 23

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

Disciplined Investments's VGIT Position: Q2 2026 in Review

Disciplined Investments reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.6% in Q2 2026, selling an estimated $19.7K and leaving 20,006 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #57.

Disciplined Investments first reported a position in VGIT in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.33M in Q4 2019. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Disciplined Investments held 20,006 shares of Vanguard Intermediate-Term Treasury ETF worth $1.18M as of Q2 2026.
  • Disciplined Investments sold 333 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $19.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.38% of Disciplined Investments's portfolio in Q2 2026, its #57 holding.
  • Disciplined Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 22 quarters since.
  • Disciplined Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $1.33M in Q4 2019.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.