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Pinnacle Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Pinnacle Associates’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 		$3.01M Sell
50,535
-931
-2% -$55.8K 0.04% 332
2025
Q4 		$3.08M Sell
51,466
-644
-1% -$38.7K 0.04% 325
2025
Q3 		$3.13M Buy
52,110
+722
+1% +$43.1K 0.04% 320
2025
Q2 		$3.07M Buy
51,388
+6,749
+15% +$400K 0.04% 319
2025
Q1 		$2.65M Buy
44,639
+981
+2% +$57.4K 0.04% 331
2024
Q4 		$2.53M Buy
43,658
+1,970
+5% +$116K 0.03% 341
2024
Q3 		$2.47M Sell
41,688
-1,692
-4% -$101K 0.04% 331
2024
Q2 		$2.53M Buy
43,380
+4,453
+11% +$257K 0.04% 333
2024
Q1 		$2.28M Sell
38,927
-2,761
-7% -$162K 0.04% 357
2023
Q4 		$2.47M Sell
41,688
-3,950
-9% -$228K 0.04% 335
2023
Q3 		$2.61M Buy
45,638
+7,849
+21% +$455K 0.05% 314
2023
Q2 		$2.22M Buy
37,789
+3,537
+10% +$211K 0.04% 345
2023
Q1 		$2.05M Buy
34,252
+1,378
+4% +$81.6K 0.04% 305
2022
Q4 		$1.92M Buy
32,874
+12,783
+64% +$747K 0.04% 308
2022
Q3 		$1.17M Buy
20,091
+2,345
+13% +$142K 0.03% 369
2022
Q2 		$1.08M Buy
17,746
+1,739
+11% +$106K 0.02% 391
2022
Q1 		$1.01M Buy
16,007
+3,055
+24% +$198K 0.02% 445
2021
Q4 		$861K Buy
12,952
+3,585
+38% +$240K 0.01% 479
2021
Q3 		$633K Sell
9,367
-1,635
-15% -$111K 0.01% 515
2021
Q2 		$746K Buy
11,002
+65
+0.6% +$4.4K 0.01% 487
2021
Q1 		$735K Hold
10,937
– – 0.01% 466
2020
Q4 		$759K Sell
10,937
-490
-4% -$34.3K 0.02% 439
2020
Q3 		$805K Sell
11,427
-185
-2% -$13.1K 0.02% 407
2020
Q2 		$819K Buy
11,612
+1,630
+16% +$115K 0.02% 402
2020
Q1 		$704K Buy
9,982
+47
+0.5% +$3.19K 0.02% 396
2019
Q4 		$655K Buy
9,935
+3,125
+46% +$207K 0.01% 494
2019
Q3 		$454K Buy
6,810
+608
+10% +$40.4K 0.01% 547
2019
Q2 		$409K Buy
+6,202
New +$402K 0.01% 559

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Pinnacle Associates's VGIT Position: Q1 2026 in Review

Pinnacle Associates reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.8% in Q1 2026, selling an estimated $55.8K and leaving 50,535 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #332.

Pinnacle Associates first reported a position in VGIT in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.13M in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Pinnacle Associates held 50,535 shares of Vanguard Intermediate-Term Treasury ETF worth $3.01M as of Q1 2026.
  • Pinnacle Associates sold 931 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $55.8K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Pinnacle Associates's portfolio in Q1 2026, its #332 holding.
  • Pinnacle Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and has held it in 28 quarters since.
  • Pinnacle Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $3.13M in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.