MB, Levis & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

MB, Levis & Associates’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 Q3	$7.95K	Buy	140 +1	+0.7%	+$58	﹤0.01%	176
2026 Q2	$8.2K	Buy	139 +1	+0.7%	+$59	﹤0.01%	182
2026 Q1	$8.2K	Buy	138 +1	+0.7%	+$60	﹤0.01%	171
2025 Q4	$8.2K	Buy	137 +2	+1%	+$120	﹤0.01%	169
2025 Q3	$8.11K	Buy	135 +1	+0.7%	+$60	﹤0.01%	170
2025 Q2	$8K	Buy	134 +2	+2%	+$118	﹤0.01%	203
2025 Q1	$7.87K	Hold	132	–	–	﹤0.01%	198
2024 Q4	$7.64K	Buy	132 +2	+2%	+$118	﹤0.01%	202
2024 Q3	$7.86K	Buy	130 +1	+0.8%	+$60	﹤0.01%	203
2024 Q2	$7.5K	Buy	129 +1	+0.8%	+$58	﹤0.01%	202
2024 Q1	$7.48K	Buy	+128	New	+$7.51K	﹤0.01%	201

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

MB, Levis & Associates's VGIT Position: Q3 2026 in Review

MB, Levis & Associates increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.72% in Q3 2026, buying an estimated $58 and bringing the position to 140 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

MB, Levis & Associates first reported a position in VGIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.2K in Q4 2025. 226 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

MB, Levis & Associates held 140 shares of Vanguard Intermediate-Term Treasury ETF worth $7.95K as of Q3 2026.
MB, Levis & Associates bought 1 Vanguard Intermediate-Term Treasury ETF share in Q3 2026, an estimated $58.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #176 holding.
MB, Levis & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
MB, Levis & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $8.2K in Q4 2025.
226 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.