Keel Point’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Keel Point’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	$571K	Sell	9,679 -89	-0.9%	-$5.26K	0.03%	266
2026 Q1	$582K	Sell	9,768 -119	-1%	-$7.13K	0.04%	249
2025 Q4	$593K	Sell	9,887 -2,119	-18%	-$127K	0.04%	260
2025 Q3	$721K	Buy	12,006 +5	+0%	+$299	0.04%	233
2025 Q2	$718K	Sell	12,001 -684	-5%	-$40.5K	0.05%	228
2025 Q1	$753K	Sell	12,685 -511	-4%	-$29.9K	0.06%	180
2024 Q4	$765K	Sell	13,196 -11,277	-46%	-$663K	0.06%	176
2024 Q3	$1.48M	Buy	24,473 +1,783	+8%	+$106K	0.12%	124
2024 Q2	$1.36M	Sell	22,690 -32,174	-59%	-$1.86M	0.12%	123
2024 Q1	$3.21M	Buy	54,864 +8,086	+17%	+$474K	0.33%	61
2023 Q4	$2.77M	Buy	46,778 +10,777	+30%	+$621K	0.33%	61
2023 Q3	$2.06M	Sell	36,001 -12,543	-26%	-$727K	0.28%	68
2023 Q2	$2.85M	Buy	48,544 +866	+2%	+$51.6K	0.38%	56
2023 Q1	$2.86M	Sell	47,678 -2,718	-5%	-$161K	0.41%	55
2022 Q4	$2.95M	Buy	50,396 +6,594	+15%	+$385K	0.46%	54
2022 Q3	$2.55M	Sell	43,802 -966	-2%	-$58.6K	0.44%	56
2022 Q2	$2.75M	Buy	44,768 +18,840	+73%	+$1.15M	0.43%	55
2022 Q1	$1.63M	Sell	25,928 -24,209	-48%	-$1.57M	0.24%	75
2021 Q4	$3.33M	Buy	50,137 +25,554	+104%	+$1.71M	0.37%	57
2021 Q3	$1.66M	Sell	24,583 -31,207	-56%	-$2.13M	0.21%	83
2021 Q2	$3.78M	Sell	55,790 -43,741	-44%	-$2.96M	0.42%	44
2021 Q1	$6.69M	Sell	99,531 -8,771	-8%	-$600K	0.65%	27
2020 Q4	$7.52M	Sell	108,302 -8,968	-8%	-$627K	0.67%	27
2020 Q3	$8.27M	Buy	117,270 +15,111	+15%	+$1.07M	0.75%	23
2020 Q2	$7.21M	Sell	102,159 -38,892	-28%	-$2.74M	0.75%	26
2020 Q1	$9.95M	Buy	141,051 +57,612	+69%	+$3.91M	1.29%	15
2019 Q4	$5.5M	Buy	83,439 +2,153	+3%	+$143K	0.6%	32
2019 Q3	$5.42M	Sell	81,286 -10,034	-11%	-$666K	0.66%	31
2019 Q2	$6.02M	Buy	91,320 +50,593	+124%	+$3.28M	0.69%	26
2019 Q1	$2.63M	Buy	40,727 +30,300	+291%	+$1.93M	0.3%	37
2018 Q4	$662K	Buy	+10,427	New	+$649K	0.09%	93

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

Keel Point's VGIT Position: Q2 2026 in Review

Keel Point reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.91% in Q2 2026, selling an estimated $5.26K and leaving 9,679 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #266.

Keel Point first reported a position in VGIT in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.95M in Q1 2020. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Keel Point held 9,679 shares of Vanguard Intermediate-Term Treasury ETF worth $571K as of Q2 2026.
Keel Point sold 89 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $5.26K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Keel Point's portfolio in Q2 2026, its #266 holding.
Keel Point first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 31 quarters since.
Keel Point's Vanguard Intermediate-Term Treasury ETF position peaked at $9.95M in Q1 2020.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.