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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
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

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

Morton Capital Management's VGIT Position: Q2 2026 in Review

Morton Capital Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 10,714 shares worth $632K. The position accounts for 0.09% of the portfolio, ranked #72.

Morton Capital Management first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $638K in Q1 2026. 307 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Morton Capital Management held 10,714 shares of Vanguard Intermediate-Term Treasury ETF worth $632K as of Q2 2026.
  • Morton Capital Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #72 holding.
  • Morton Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Morton Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $638K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.