Howe & Rusling’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Howe & Rusling’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	$13.7M	Buy	229,650 +27,542	+14%	+$1.65M	0.89%	31
2025 Q4	$12.1M	Buy	202,108 +20,341	+11%	+$1.22M	0.8%	32
2025 Q3	$10.9M	Buy	181,767 +35,169	+24%	+$2.1M	0.75%	37
2025 Q2	$8.77M	Buy	+146,598	New	+$8.68M	0.65%	47
2025 Q1	–	Sell	-1,294	Closed	-$75.1K	–	474
2024 Q4	$75.1K	Buy	1,294 +1,015	+364%	+$59.7K	0.01%	294
2024 Q3	$16.9K	Sell	279 -1,654	-86%	-$98.7K	﹤0.01%	345
2024 Q2	$113K	Buy	1,933 +442	+30%	+$25.6K	0.01%	259
2024 Q1	$87.3K	Buy	+1,491	New	+$87.5K	0.01%	269
2018 Q4	–	Sell	-3,175	Closed	-$197K	–	901
2018 Q3	$197K	Buy	+3,175	New	+$198K	0.03%	158

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

Howe & Rusling's VGIT Position: Q1 2026 in Review

Howe & Rusling increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 14% in Q1 2026, buying an estimated $1.65M and bringing the position to 229,650 shares worth $13.7M. The position accounts for 0.89% of the portfolio, ranked #31.

Howe & Rusling first reported a position in VGIT in Q3 2018 and has held it in 9 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Howe & Rusling held 229,650 shares of Vanguard Intermediate-Term Treasury ETF worth $13.7M as of Q1 2026.
Howe & Rusling bought 27,542 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.65M.
Vanguard Intermediate-Term Treasury ETF made up 0.89% of Howe & Rusling's portfolio in Q1 2026, its #31 holding.
Howe & Rusling first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and has held it in 9 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.