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

Permanent 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 Q1	$35.3M	Buy	595,838 +5,358	+0.9%	+$321K	5.49%	5
2025 Q4	$35.4M	Sell	590,480 -110,355	-16%	-$6.64M	6.89%	4
2025 Q3	$42.1M	Buy	+700,835	New	+$41.8M	7.86%	2
2025 Q1	$60.3M	Sell	1,015,724 -69,469	-6%	-$4.06M	17.29%	2
2024 Q4	$62.9M	Buy	+1,085,193	New	+$63.8M	19.49%	1
2024 Q2	$49.4M	Buy	+826,342	New	+$47.8M	10.32%	2

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 $10.6B AUM 19.73% 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

Permanent Capital Management's VGIT Position: Q1 2026 in Review

Permanent Capital Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.91% in Q1 2026, buying an estimated $321K and bringing the position to 595,838 shares worth $35.3M. The position accounts for 5.49% of the portfolio, ranked #5.

Permanent Capital Management first reported a position in VGIT in Q2 2024 and has held it in 6 quarters since. The position peaked at $62.9M in Q4 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Permanent Capital Management held 595,838 shares of Vanguard Intermediate-Term Treasury ETF worth $35.3M as of Q1 2026.
Permanent Capital Management bought 5,358 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $321K.
Vanguard Intermediate-Term Treasury ETF made up 5.49% of Permanent Capital Management's portfolio in Q1 2026, its #5 holding.
Permanent Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and has held it in 6 quarters since.
Permanent Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $62.9M in Q4 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.