James Investment Research’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

James Investment Research’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	$3.14M	Sell	53,260 -588	-1%	-$34.7K	0.32%	78
2026 Q1	$3.21M	Sell	53,848 -943	-2%	-$56.5K	0.36%	69
2025 Q4	$3.28M	Buy	54,791 +2,491	+5%	+$150K	0.36%	69
2025 Q3	$3.14M	Sell	52,300 -3,767	-7%	-$225K	0.34%	74
2025 Q2	$3.35M	Sell	56,067 -2,014	-3%	-$119K	0.4%	66
2025 Q1	$3.45M	Sell	58,081 -1,676	-3%	-$98K	0.44%	63
2024 Q4	$3.47M	Sell	59,757 -1,901	-3%	-$112K	0.41%	66
2024 Q3	$3.73M	Sell	61,658 -328	-0.5%	-$19.6K	0.43%	66
2024 Q2	$3.61M	Sell	61,986 -1,028	-2%	-$59.4K	0.43%	67
2024 Q1	$3.69M	Buy	63,014 +721	+1%	+$42.3K	0.44%	69
2023 Q4	$3.7M	Buy	62,293 +31,868	+105%	+$1.84M	0.46%	69
2023 Q3	$1.74M	Buy	+30,425	New	+$1.76M	0.23%	109
2023 Q2	–	Sell	-3,934	Closed	-$236K	–	532
2023 Q1	$236K	Sell	3,934 -1,250	-24%	-$74K	0.03%	251
2022 Q4	$303K	Buy	+5,184	New	+$303K	0.04%	222

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

James Investment Research's VGIT Position: Q2 2026 in Review

James Investment Research reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q2 2026, selling an estimated $34.7K and leaving 53,260 shares worth $3.14M. The position accounts for 0.32% of the portfolio, ranked #78.

James Investment Research first reported a position in VGIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.73M in Q3 2024. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

James Investment Research held 53,260 shares of Vanguard Intermediate-Term Treasury ETF worth $3.14M as of Q2 2026.
James Investment Research sold 588 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $34.7K.
Vanguard Intermediate-Term Treasury ETF made up 0.32% of James Investment Research's portfolio in Q2 2026, its #78 holding.
James Investment Research first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
James Investment Research's Vanguard Intermediate-Term Treasury ETF position peaked at $3.73M in Q3 2024.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.