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 Q3	$9.44M	Sell	166,554 -11,210	-6%	-$651K	1%	29
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Middleton & Co's VGIT Position: Q3 2026 in Review

Middleton & Co reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.3% in Q3 2026, selling an estimated $651K and leaving 166,554 shares worth $9.44M. The position accounts for 1% of the portfolio, ranked #29.

Middleton & Co first reported a position in VGIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q2 2026. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Middleton & Co held 166,554 shares of Vanguard Intermediate-Term Treasury ETF worth $9.44M as of Q3 2026.
Middleton & Co sold 11,210 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $651K.
Vanguard Intermediate-Term Treasury ETF made up 1% of Middleton & Co's portfolio in Q3 2026, its #29 holding.
Middleton & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Middleton & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $10.5M in Q2 2026.
465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.