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MMBG Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

MMBG Investment Advisors’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 		$872K Hold
14,793
– – 0.07% 111
2026
Q1 		$881K Hold
14,793
– – 0.08% 101
2025
Q4 		$887K Hold
14,793
– – 0.07% 108
2025
Q3 		$888K Hold
14,793
– – 0.08% 110
2025
Q2 		$885K Hold
14,793
– – 0.09% 102
2025
Q1 		$879K Hold
14,793
– – 0.1% 93
2024
Q4 		$858K Buy
+14,793
New +$869K 0.09% 95

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MMBG Investment Advisors's VGIT Position: Q2 2026 in Review

MMBG Investment Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 14,793 shares worth $872K. The position accounts for 0.07% of the portfolio, ranked #111.

MMBG Investment Advisors first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $888K in Q3 2025. 757 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • MMBG Investment Advisors held 14,793 shares of Vanguard Intermediate-Term Treasury ETF worth $872K as of Q2 2026.
  • MMBG Investment Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.07% of MMBG Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • MMBG Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • MMBG Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $888K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.