GI
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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
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

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return