Marietta Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Marietta Wealth Management’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	$8.81M	Buy	149,448 +12,441	+9%	+$735K	0.91%	41
2026 Q1	$8.16M	Buy	137,007 +4,825	+4%	+$289K	0.97%	40
2025 Q4	$7.92M	Buy	132,182 +6,735	+5%	+$405K	0.92%	40
2025 Q3	$7.53M	Buy	125,447 +9,890	+9%	+$591K	0.92%	40
2025 Q2	$6.91M	Buy	115,557 +1,564	+1%	+$92.6K	0.9%	40
2025 Q1	$6.77M	Buy	113,993 +9,306	+9%	+$544K	0.99%	42
2024 Q4	$6.07M	Buy	104,687 +7,908	+8%	+$465K	0.87%	42
2024 Q3	$5.85M	Sell	96,779 -1,393	-1%	-$83.1K	0.85%	53
2024 Q2	$5.72M	Buy	98,172 +4,263	+5%	+$246K	0.89%	49
2024 Q1	$5.5M	Buy	93,909 +19,034	+25%	+$1.12M	0.91%	50
2023 Q4	$4.44M	Buy	74,875 +11,138	+17%	+$642K	0.79%	57
2023 Q3	$3.64M	Buy	63,737 +7,965	+14%	+$462K	0.72%	66
2023 Q2	$3.27M	Buy	55,772 +6,757	+14%	+$403K	0.62%	71
2023 Q1	$2.94M	Buy	49,015 +3,880	+9%	+$230K	0.62%	70
2022 Q4	$2.64M	Buy	+45,135	New	+$2.64M	0.6%	70

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

Marietta Wealth Management's VGIT Position: Q2 2026 in Review

Marietta Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.1% in Q2 2026, buying an estimated $735K and bringing the position to 149,448 shares worth $8.81M. The position accounts for 0.91% of the portfolio, ranked #41.

Marietta Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Marietta Wealth Management held 149,448 shares of Vanguard Intermediate-Term Treasury ETF worth $8.81M as of Q2 2026.
Marietta Wealth Management bought 12,441 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $735K.
Vanguard Intermediate-Term Treasury ETF made up 0.91% of Marietta Wealth Management's portfolio in Q2 2026, its #41 holding.
Marietta Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.