Patten Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Patten Group’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	$926K	Buy	15,555 +714	+5%	+$42.8K	0.16%	148
2025 Q4	$889K	Buy	14,841 +1,451	+11%	+$87.3K	0.16%	149
2025 Q3	$804K	Sell	13,390 -590	-4%	-$35.2K	0.16%	149
2025 Q2	$836K	Sell	13,980 -3,157	-18%	-$187K	0.18%	146
2025 Q1	$1.02M	Sell	17,137 -513	-3%	-$30K	0.23%	117
2024 Q4	$1.02M	Buy	17,650 +9,546	+118%	+$561K	0.23%	121
2024 Q3	$490K	Sell	8,104 -103	-1%	-$6.15K	0.11%	177
2024 Q2	$478K	Hold	8,207	–	–	0.11%	168
2024 Q1	$481K	Hold	8,207	–	–	0.12%	165
2023 Q4	$487K	Buy	+8,207	New	+$473K	0.13%	161

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

Patten Group's VGIT Position: Q1 2026 in Review

Patten Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.8% in Q1 2026, buying an estimated $42.8K and bringing the position to 15,555 shares worth $926K. The position accounts for 0.16% of the portfolio, ranked #148.

Patten Group first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Patten Group held 15,555 shares of Vanguard Intermediate-Term Treasury ETF worth $926K as of Q1 2026.
Patten Group bought 714 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $42.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.16% of Patten Group's portfolio in Q1 2026, its #148 holding.
Patten Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Patten Group's Vanguard Intermediate-Term Treasury ETF position peaked at $1.02M in Q4 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.