RBC
VGIT icon

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
Q2 		$18.8M Sell
318,766
-3,619
-1% -$214K 2.03% 14
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Roble Belko & Company's VGIT Position: Q2 2026 in Review

Roble Belko & Company reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q2 2026, selling an estimated $214K and leaving 318,766 shares worth $18.8M. The position accounts for 2.03% of the portfolio, ranked #14.

Roble Belko & Company first reported a position in VGIT in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.2M in Q1 2026. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Roble Belko & Company held 318,766 shares of Vanguard Intermediate-Term Treasury ETF worth $18.8M as of Q2 2026.
  • Roble Belko & Company sold 3,619 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $214K.
  • Vanguard Intermediate-Term Treasury ETF made up 2.03% of Roble Belko & Company's portfolio in Q2 2026, its #14 holding.
  • Roble Belko & Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Roble Belko & Company's Vanguard Intermediate-Term Treasury ETF position peaked at $19.2M in Q1 2026.
  • 981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.