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

GLOBALT 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	$32.7M	Sell	555,123 -13,560	-2%	-$801K	1.1%	18
2026 Q1	$33.9M	Buy	568,683 +33,541	+6%	+$2.01M	1.21%	16
2025 Q4	$32.1M	Sell	535,142 -4,049	-0.8%	-$243K	1.17%	20
2025 Q3	$32.4M	Sell	539,191 -13,803	-2%	-$824K	1.18%	19
2025 Q2	$33.1M	Sell	552,994 -18,218	-3%	-$1.08M	1.27%	17
2025 Q1	$33.9M	Buy	571,212 +1,520	+0.3%	+$88.9K	1.39%	15
2024 Q4	$33M	Sell	569,692 -22,726	-4%	-$1.34M	1.27%	18
2024 Q3	$35.8M	Sell	592,418 -27,077	-4%	-$1.62M	1.34%	15
2024 Q2	$36.1M	Buy	619,495 +1,761	+0.3%	+$102K	1.44%	15
2024 Q1	$36.2M	Sell	617,734 -13,455	-2%	-$789K	1.44%	16
2023 Q4	$37.4M	Buy	+631,189	New	+$36.4M	1.56%	17

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GLOBALT Investments's VGIT Position: Q2 2026 in Review

GLOBALT Investments reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.4% in Q2 2026, selling an estimated $801K and leaving 555,123 shares worth $32.7M. The position accounts for 1.1% of the portfolio, ranked #18.

GLOBALT Investments first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.4M in Q4 2023. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

GLOBALT Investments held 555,123 shares of Vanguard Intermediate-Term Treasury ETF worth $32.7M as of Q2 2026.
GLOBALT Investments sold 13,560 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $801K.
Vanguard Intermediate-Term Treasury ETF made up 1.1% of GLOBALT Investments's portfolio in Q2 2026, its #18 holding.
GLOBALT Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $37.4M in Q4 2023.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.