Glass Jacobson Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Glass Jacobson Investment 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
2026 Q1	$2.14M	Buy	35,970 +2,085	+6%	+$125K	0.74%	47
2025 Q4	$2.03M	Buy	33,885 +340	+1%	+$20.4K	0.73%	48
2025 Q3	$2.01M	Buy	33,545 +1,514	+5%	+$90.4K	0.73%	49
2025 Q2	$1.92M	Buy	32,031 +5,059	+19%	+$299K	0.74%	49
2025 Q1	$1.56M	Hold	26,972	–	–	0.51%	64
2024 Q4	$1.56M	Buy	26,972 +4,266	+19%	+$251K	0.51%	64
2024 Q3	$1.37M	Buy	22,706 +5,823	+34%	+$347K	0.45%	70
2024 Q2	$983K	Buy	16,883 +4,427	+36%	+$256K	0.36%	86
2024 Q1	$729K	Buy	12,456 +2,895	+30%	+$170K	0.27%	98
2023 Q4	$567K	Buy	9,561 +4,252	+80%	+$245K	0.23%	114
2023 Q3	$303K	Buy	5,309 +2,505	+89%	+$145K	0.14%	159
2023 Q2	$164K	Buy	+2,804	New	+$167K	0.08%	210
2022 Q4	$118K	Buy	+2,017	New	+$118K	0.06%	249

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Glass Jacobson Investment Advisors's VGIT Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.2% in Q1 2026, buying an estimated $125K and bringing the position to 35,970 shares worth $2.14M. The position accounts for 0.74% of the portfolio, ranked #47.

Glass Jacobson Investment Advisors first reported a position in VGIT in Q4 2022 and has held it in 13 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Glass Jacobson Investment Advisors held 35,970 shares of Vanguard Intermediate-Term Treasury ETF worth $2.14M as of Q1 2026.
Glass Jacobson Investment Advisors bought 2,085 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $125K.
Vanguard Intermediate-Term Treasury ETF made up 0.74% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #47 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.