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Roble Belko & Company’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Roble Belko & Company’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 		$19.2M Buy
322,385
+3,023
+0.9% +$181K 2.44% 13
2025
Q4 		$19.1M Buy
319,362
+58,819
+23% +$3.54M 2.51% 15
2025
Q3 		$15.6M Sell
260,543
-388
-0.1% -$23.2K 2.12% 15
2025
Q2 		$15.6M Sell
260,931
-21,531
-8% -$1.27M 2.27% 15
2025
Q1 		$16.8M Buy
282,462
+5,455
+2% +$319K 2.68% 14
2024
Q4 		$16.1M Sell
277,007
-11,358
-4% -$668K 2.55% 15
2024
Q3 		$17.4M Sell
288,365
-5,583
-2% -$333K 2.75% 13
2024
Q2 		$17.1M Buy
293,948
+33,716
+13% +$1.95M 2.87% 13
2024
Q1 		$15.2M Buy
260,232
+13,855
+6% +$813K 2.61% 14
2023
Q4 		$14.6M Buy
246,377
+113,455
+85% +$6.54M 2.75% 14
2023
Q3 		$7.6M Sell
132,922
-131,311
-50% -$7.61M 1.55% 20
2023
Q2 		$15.5M Buy
264,233
+83,941
+47% +$5M 3.08% 11
2023
Q1 		$10.8M Buy
180,292
+5,094
+3% +$302K 2.21% 17
2022
Q4 		$10.2M Buy
175,198
+1,361
+0.8% +$79.6K 2.18% 16
2022
Q3 		$10.1M Buy
+173,837
New +$10.5M 2.46% 15

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

Roble Belko & Company's VGIT Position: Q1 2026 in Review

Roble Belko & Company increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.95% in Q1 2026, buying an estimated $181K and bringing the position to 322,385 shares worth $19.2M. The position accounts for 2.44% of the portfolio, ranked #13.

Roble Belko & Company first reported a position in VGIT in Q3 2022 and has held it in 15 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Roble Belko & Company held 322,385 shares of Vanguard Intermediate-Term Treasury ETF worth $19.2M as of Q1 2026.
  • Roble Belko & Company bought 3,023 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $181K.
  • Vanguard Intermediate-Term Treasury ETF made up 2.44% of Roble Belko & Company's portfolio in Q1 2026, its #13 holding.
  • Roble Belko & Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.