Lowe Brockenbrough & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lowe Brockenbrough & Co’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	$18M	Buy	301,532 +16,855	+6%	+$1.01M	0.9%	31
2025 Q4	$17.1M	Buy	284,677 +59,584	+26%	+$3.58M	0.84%	34
2025 Q3	$13.5M	Buy	225,093 +27,764	+14%	+$1.66M	0.7%	41
2025 Q2	$11.8M	Buy	197,329 +14,225	+8%	+$842K	0.66%	44
2025 Q1	$10.9M	Buy	183,104 +6,676	+4%	+$391K	0.72%	46
2024 Q4	$10.2M	Sell	176,428 -7,999	-4%	-$470K	0.66%	45
2024 Q3	$11.1M	Buy	184,427 +33,632	+22%	+$2.01M	0.71%	44
2024 Q2	$8.78M	Buy	150,795 +11,068	+8%	+$640K	0.58%	53
2024 Q1	$8.18M	Buy	139,727 +10,620	+8%	+$623K	0.55%	57
2023 Q4	$7.66M	Buy	129,107 +53,625	+71%	+$3.09M	0.59%	52
2023 Q3	$4.31M	Buy	75,482 +46,480	+160%	+$2.69M	0.33%	82
2023 Q2	$1.7M	Buy	+29,002	New	+$1.73M	0.13%	133

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

Lowe Brockenbrough & Co's VGIT Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.9% in Q1 2026, buying an estimated $1.01M and bringing the position to 301,532 shares worth $18M. The position accounts for 0.9% of the portfolio, ranked #31.

Lowe Brockenbrough & Co first reported a position in VGIT in Q2 2023 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Lowe Brockenbrough & Co held 301,532 shares of Vanguard Intermediate-Term Treasury ETF worth $18M as of Q1 2026.
Lowe Brockenbrough & Co bought 16,855 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.01M.
Vanguard Intermediate-Term Treasury ETF made up 0.9% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #31 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.