NorthRock Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

NorthRock Partners’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 Q1	$1.58M	Buy	26,476 +648	+3%	+$38.8K	0.03%	231
2025 Q4	$1.55M	Buy	+25,828	New	+$1.55M	0.03%	221
2025 Q2	–	Sell	-594	Closed	-$35.3K	–	932
2025 Q1	$35.3K	Sell	594 -732	-55%	-$42.8K	﹤0.01%	713
2024 Q4	$76.9K	Sell	1,326 -215	-14%	-$12.6K	﹤0.01%	633
2024 Q3	$93.1K	Buy	1,541 +546	+55%	+$32.6K	﹤0.01%	662
2024 Q2	$57.9K	Buy	995 +952	+2,214%	+$55K	﹤0.01%	654
2024 Q1	$2.49K	Sell	43 -242	-85%	-$14.2K	﹤0.01%	784
2023 Q4	$16.9K	Buy	+285	New	+$16.4K	﹤0.01%	663
2020 Q2	–	Sell	-7,927	Closed	-$559K	–	226
2020 Q1	$559K	Sell	7,927 -15,518	-66%	-$1.05M	0.08%	104
2019 Q4	$1.54M	Sell	23,445 -47,796	-67%	-$3.17M	0.16%	77
2019 Q3	$4.75M	Buy	+71,241	New	+$4.73M	0.65%	41

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

NorthRock Partners's VGIT Position: Q1 2026 in Review

NorthRock Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.5% in Q1 2026, buying an estimated $38.8K and bringing the position to 26,476 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #231.

NorthRock Partners first reported a position in VGIT in Q3 2019 and has held it in 11 quarters since. The position peaked at $4.75M in Q3 2019. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

NorthRock Partners held 26,476 shares of Vanguard Intermediate-Term Treasury ETF worth $1.58M as of Q1 2026.
NorthRock Partners bought 648 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $38.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of NorthRock Partners's portfolio in Q1 2026, its #231 holding.
NorthRock Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2019 and has held it in 11 quarters since.
NorthRock Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $4.75M in Q3 2019.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.