Essex Savings Bank’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Essex Savings Bank’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	$2.33M	Sell	39,573 -1,328	-3%	-$78.5K	0.5%	43
2026 Q1	$2.44M	Sell	40,901 -485	-1%	-$29.1K	0.54%	34
2025 Q4	$2.48M	Buy	41,386 +3,071	+8%	+$185K	0.54%	36
2025 Q3	$2.3M	Buy	38,315 +9,274	+32%	+$554K	0.52%	39
2025 Q2	$1.74M	Buy	29,041 +2,244	+8%	+$133K	0.41%	57
2025 Q1	$1.59M	Sell	26,797 -461	-2%	-$27K	0.39%	57
2024 Q4	$1.58M	Buy	27,258 +1,590	+6%	+$93.5K	0.39%	59
2024 Q3	$1.55M	Buy	25,668 +1,332	+5%	+$79.5K	0.39%	58
2024 Q2	$1.42M	Buy	24,336 +4,190	+21%	+$242K	0.38%	59
2024 Q1	$1.19M	Hold	20,146	–	–	0.35%	71
2023 Q4	$1.19M	Buy	+20,146	New	+$1.16M	0.35%	71

Other funds holding VGIT

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Essex Savings Bank's VGIT Position: Q2 2026 in Review

Essex Savings Bank reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.2% in Q2 2026, selling an estimated $78.5K and leaving 39,573 shares worth $2.33M. The position accounts for 0.5% of the portfolio, ranked #43.

Essex Savings Bank first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2025. 719 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Essex Savings Bank held 39,573 shares of Vanguard Intermediate-Term Treasury ETF worth $2.33M as of Q2 2026.
Essex Savings Bank sold 1,328 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $78.5K.
Vanguard Intermediate-Term Treasury ETF made up 0.5% of Essex Savings Bank's portfolio in Q2 2026, its #43 holding.
Essex Savings Bank first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Essex Savings Bank's Vanguard Intermediate-Term Treasury ETF position peaked at $2.48M in Q4 2025.
719 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.