Montecito Bank & Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Montecito Bank & Trust’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	$5.5M	Sell	93,199 -8,099	-8%	-$479K	0.82%	32
2026 Q1	$6.03M	Buy	101,298 +13,275	+15%	+$795K	0.99%	27
2025 Q4	$5.28M	Buy	88,023 +13,320	+18%	+$801K	0.84%	30
2025 Q3	$4.48M	Buy	+74,703	New	+$4.46M	0.7%	35
2025 Q1	$3.96M	Buy	66,623 +4,175	+7%	+$244K	0.7%	33
2024 Q4	$3.62M	Sell	62,448 -32,391	-34%	-$1.9M	0.63%	38
2024 Q3	$5.73M	Buy	94,839 +37,380	+65%	+$2.23M	0.98%	24
2024 Q2	$3.35M	Buy	57,459 +11,014	+24%	+$637K	0.68%	36
2024 Q1	$2.72M	Buy	46,445 +41,960	+936%	+$2.46M	0.54%	42
2023 Q4	$266K	Buy	+4,485	New	+$259K	0.06%	225
2023 Q1	–	Sell	-6,900	Closed	-$404K	–	240
2022 Q4	$404K	Hold	6,900	–	–	0.1%	179
2022 Q3	$402K	Buy	+6,900	New	+$418K	0.1%	176

Other funds holding VGIT

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Montecito Bank & Trust's VGIT Position: Q2 2026 in Review

Montecito Bank & Trust reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8% in Q2 2026, selling an estimated $479K and leaving 93,199 shares worth $5.5M. The position accounts for 0.82% of the portfolio, ranked #32.

Montecito Bank & Trust first reported a position in VGIT in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.03M in Q1 2026. 208 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Montecito Bank & Trust held 93,199 shares of Vanguard Intermediate-Term Treasury ETF worth $5.5M as of Q2 2026.
Montecito Bank & Trust sold 8,099 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $479K.
Vanguard Intermediate-Term Treasury ETF made up 0.82% of Montecito Bank & Trust's portfolio in Q2 2026, its #32 holding.
Montecito Bank & Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 12 quarters since.
Montecito Bank & Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $6.03M in Q1 2026.
208 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.