Kovitz Investment Group Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-168,785	Closed	-$10.1M	–	525
2025 Q4	$10.1M	Sell	168,785 -888,009	-84%	-$53.4M	0.22%	95
2025 Q3	$63.4M	Sell	1,056,794 -22,516	-2%	-$1.34M	0.25%	89
2025 Q2	$64.6M	Sell	1,079,310 -137,627	-11%	-$8.15M	0.28%	81
2025 Q1	$72.3M	Sell	1,216,937 -108,172	-8%	-$6.33M	0.36%	71
2024 Q4	$76.9M	Buy	1,325,109 +186,283	+16%	+$10.9M	0.38%	70
2024 Q3	$68.1M	Buy	+1,138,826	New	+$68M	0.48%	50
2020 Q4	–	Sell	-8,264	Closed	-$582K	–	428
2020 Q3	$582K	Buy	+8,264	New	+$583K	0.02%	310

Other funds holding VGIT

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

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Kovitz Investment Group Partners's VGIT Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 168,785 shares — an estimated $10.1M sold.

Kovitz Investment Group Partners first reported a position in VGIT in Q3 2020 and held it in 7 quarters. The position peaked at $76.9M in Q4 2024. 963 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Kovitz Investment Group Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 168,785 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $10.1M.
Kovitz Investment Group Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 7 quarters.
Kovitz Investment Group Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $76.9M in Q4 2024.
963 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.