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Morningstar Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Morningstar Investment Management’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 		$4.08M Hold
68,544
– – 0.25% 94
2026
Q1 		$4.08M Buy
68,544
+522
+0.8% +$31.3K 0.25% 94
2025
Q4 		$4.08M Hold
68,022
– – 0.24% 95
2025
Q3 		$4.08M Sell
68,022
-4,175
-6% -$249K 0.15% 162
2025
Q2 		$4.32M Sell
72,197
-49,427
-41% -$2.93M 0.38% 25
2025
Q1 		$7.22M Sell
121,624
-86,314
-42% -$5.05M 0.62% 22
2024
Q4 		$12.1M Buy
207,938
+20,354
+11% +$1.2M 0.95% 18
2024
Q3 		$11.1M Buy
187,584
+121,338
+183% +$7.24M 1.1% 15
2024
Q2 		$3.86M Buy
66,246
+5,175
+8% +$299K 0.4% 32
2024
Q1 		$3.58M Buy
61,071
+34,170
+127% +$2M 0.39% 32
2023
Q4 		$1.6M Buy
+26,901
New +$1.55M 0.18% 61

Other funds holding VGIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Morningstar Investment Management's VGIT Position: Q2 2026 in Review

Morningstar Investment Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 68,544 shares worth $4.08M. The position accounts for 0.25% of the portfolio, ranked #94.

Morningstar Investment Management first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q4 2024. 429 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Morningstar Investment Management held 68,544 shares of Vanguard Intermediate-Term Treasury ETF worth $4.08M as of Q2 2026.
  • Morningstar Investment Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.25% of Morningstar Investment Management's portfolio in Q2 2026, its #94 holding.
  • Morningstar Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Morningstar Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $12.1M in Q4 2024.
  • 429 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.