Robertson Stephens Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Robertson Stephens Wealth 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 Q2	$5.43M	Sell	92,102 -9,965	-10%	-$589K	0.13%	118
2026 Q1	$6.08M	Sell	102,067 -124,682	-55%	-$7.47M	0.17%	110
2025 Q4	$13.6M	Sell	226,749 -15,078	-6%	-$907K	0.35%	51
2025 Q3	$14.5M	Sell	241,827 -51,296	-17%	-$3.06M	0.44%	43
2025 Q2	$17.5M	Sell	293,123 -193,103	-40%	-$11.4M	0.56%	38
2025 Q1	$28.9M	Buy	486,226 +471,955	+3,307%	+$27.6M	0.99%	18
2024 Q4	$828K	Buy	14,271 +4,787	+50%	+$281K	0.03%	278
2024 Q3	$573K	Sell	9,484 -3,054	-24%	-$182K	0.02%	380
2024 Q2	$730K	Sell	12,538 -4,187	-25%	-$242K	0.04%	271
2024 Q1	$979K	Sell	16,725 -26,909	-62%	-$1.58M	0.05%	236
2023 Q4	$2.59M	Sell	43,634 -8,832	-17%	-$509K	0.16%	120
2023 Q3	$3M	Buy	+52,466	New	+$3.04M	0.2%	104
2020 Q3	–	Sell	-3,118	Closed	-$220K	–	248
2020 Q2	$220K	Buy	3,118 +159	+5%	+$11.2K	0.06%	172
2020 Q1	$209K	Buy	+2,959	New	+$201K	0.07%	166

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Robertson Stephens Wealth Management's VGIT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.8% in Q2 2026, selling an estimated $589K and leaving 92,102 shares worth $5.43M. The position accounts for 0.13% of the portfolio, ranked #118.

Robertson Stephens Wealth Management first reported a position in VGIT in Q1 2020 and has held it in 14 quarters since. The position peaked at $28.9M in Q1 2025. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Robertson Stephens Wealth Management held 92,102 shares of Vanguard Intermediate-Term Treasury ETF worth $5.43M as of Q2 2026.
Robertson Stephens Wealth Management sold 9,965 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $589K.
Vanguard Intermediate-Term Treasury ETF made up 0.13% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #118 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 14 quarters since.
Robertson Stephens Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $28.9M in Q1 2025.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.