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 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

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

MB, Levis & Associates's VGIT Position: Q1 2026 in Review

MB, Levis & Associates increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.73% in Q1 2026, buying an estimated $60 and bringing the position to 138 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

MB, Levis & Associates first reported a position in VGIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.2K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

MB, Levis & Associates held 138 shares of Vanguard Intermediate-Term Treasury ETF worth $8.2K as of Q1 2026.
MB, Levis & Associates bought 1 Vanguard Intermediate-Term Treasury ETF share in Q1 2026, an estimated $60.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #171 holding.
MB, Levis & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
MB, Levis & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $8.2K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.