PYA Waltman Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

PYA Waltman Capital’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	$6.3M	Buy	105,748 +42,737	+68%	+$2.56M	1.75%	14
2025 Q4	$3.78M	Sell	63,011 -23	-0%	-$1.38K	1.01%	25
2025 Q3	$3.78M	Sell	63,034 -3,193	-5%	-$191K	1.01%	22
2025 Q2	$3.96M	Sell	66,227 -1,406	-2%	-$83.2K	1.14%	20
2025 Q1	$4.02M	Buy	67,633 +2,303	+4%	+$135K	1.26%	17
2024 Q4	$3.79M	Sell	65,330 -1,188	-2%	-$69.8K	1.22%	21
2024 Q3	$4.02M	Buy	66,518 +3,235	+5%	+$193K	1.31%	20
2024 Q2	$3.68M	Sell	63,283 -3,093	-5%	-$179K	1.35%	18
2024 Q1	$3.89M	Buy	66,376 +5,967	+10%	+$350K	1.44%	16
2023 Q4	$3.58M	Buy	+60,409	New	+$3.48M	1.49%	16

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

PYA Waltman Capital's VGIT Position: Q1 2026 in Review

PYA Waltman Capital increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 68% in Q1 2026, buying an estimated $2.56M and bringing the position to 105,748 shares worth $6.3M. The position accounts for 1.75% of the portfolio, ranked #14.

PYA Waltman Capital first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

PYA Waltman Capital held 105,748 shares of Vanguard Intermediate-Term Treasury ETF worth $6.3M as of Q1 2026.
PYA Waltman Capital bought 42,737 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $2.56M.
Vanguard Intermediate-Term Treasury ETF made up 1.75% of PYA Waltman Capital's portfolio in Q1 2026, its #14 holding.
PYA Waltman Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.