Morton Brown Family Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Morton Brown Family Wealth’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	$151K	Hold	2,565	–	–	0.03%	82
2026 Q1	$153K	Hold	2,565	–	–	0.04%	76
2025 Q4	$154K	Hold	2,565	–	–	0.04%	73
2025 Q3	$154K	Hold	2,565	–	–	0.04%	68
2025 Q2	$153K	Hold	2,565	–	–	0.05%	67
2025 Q1	$152K	Hold	2,565	–	–	0.05%	64
2024 Q4	$149K	Buy	2,565 +1,971	+332%	+$116K	0.05%	67
2024 Q3	$35.9K	Hold	594	–	–	0.01%	112
2024 Q2	$34.9K	Buy	+594	New	+$34.3K	0.01%	106

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morton Brown Family Wealth's VGIT Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 2,565 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #82.

Morton Brown Family Wealth first reported a position in VGIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $154K in Q3 2025. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Morton Brown Family Wealth held 2,565 shares of Vanguard Intermediate-Term Treasury ETF worth $151K as of Q2 2026.
Morton Brown Family Wealth left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #82 holding.
Morton Brown Family Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Morton Brown Family Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $154K in Q3 2025.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.