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 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

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

Middleton & Co's VGIT Position: Q1 2026 in Review

Middleton & Co increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 18% in Q1 2026, buying an estimated $1.55M and bringing the position to 171,520 shares worth $10.2M. The position accounts for 1.16% of the portfolio, ranked #28.

Middleton & Co first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Middleton & Co held 171,520 shares of Vanguard Intermediate-Term Treasury ETF worth $10.2M as of Q1 2026.
Middleton & Co bought 25,900 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.55M.
Vanguard Intermediate-Term Treasury ETF made up 1.16% of Middleton & Co's portfolio in Q1 2026, its #28 holding.
Middleton & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.