Morton Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Morton Capital 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 Q3	$338K	Sell	5,970 -4,744	-44%	-$276K	0.04%	108
2026 Q2	$632K	Hold	10,714	–	–	0.09%	72
2026 Q1	$638K	Buy	10,714 +1,507	+16%	+$90.3K	0.09%	63
2025 Q4	$552K	Hold	9,207	–	–	0.08%	69
2025 Q3	$553K	Buy	+9,207	New	+$550K	0.09%	69

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morton Capital Management's VGIT Position: Q3 2026 in Review

Morton Capital Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 44% in Q3 2026, selling an estimated $276K and leaving 5,970 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #108.

Morton Capital Management first reported a position in VGIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $638K in Q1 2026. 742 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Morton Capital Management held 5,970 shares of Vanguard Intermediate-Term Treasury ETF worth $338K as of Q3 2026.
Morton Capital Management sold 4,744 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $276K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Morton Capital Management's portfolio in Q3 2026, its #108 holding.
Morton Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
Morton Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $638K in Q1 2026.
742 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.