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

Middleton & 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
Q2 		$10.5M Buy
177,764
+6,244
+4% +$369K 1.11% 26
2026
Q1 		$10.2M Buy
171,520
+25,900
+18% +$1.55M 1.16% 28
2025
Q4 		$8.73M Buy
145,620
+21,700
+18% +$1.3M 0.93% 38
2025
Q3 		$7.44M Buy
123,920
+2,725
+2% +$163K 0.8% 42
2025
Q2 		$7.25M Buy
121,195
+15,650
+15% +$926K 0.81% 39
2025
Q1 		$6.27M Buy
105,545
+29,265
+38% +$1.71M 0.73% 41
2024
Q4 		$4.42M Buy
76,280
+25,750
+51% +$1.51M 0.49% 51
2024
Q3 		$3.05M Buy
50,530
+20,130
+66% +$1.2M 0.34% 65
2024
Q2 		$1.77M Buy
30,400
+1,830
+6% +$106K 0.21% 78
2024
Q1 		$1.67M Buy
28,570
+13,820
+94% +$811K 0.19% 81
2023
Q4 		$875K Buy
+14,750
New +$850K 0.11% 93

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Middleton & Co's VGIT Position: Q2 2026 in Review

Middleton & Co increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.6% in Q2 2026, buying an estimated $369K and bringing the position to 177,764 shares worth $10.5M. The position accounts for 1.11% of the portfolio, ranked #26.

Middleton & Co first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Middleton & Co held 177,764 shares of Vanguard Intermediate-Term Treasury ETF worth $10.5M as of Q2 2026.
  • Middleton & Co bought 6,244 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $369K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.11% of Middleton & Co's portfolio in Q2 2026, its #26 holding.
  • Middleton & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.