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Rockbridge Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Rockbridge Investment 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
Q1 		$323K Sell
5,421
-37
-0.7% -$2.22K 0.03% 113
2025
Q4 		$327K Sell
5,458
-446
-8% -$26.8K 0.03% 110
2025
Q3 		$354K Sell
5,904
-17
-0.3% -$1.01K 0.04% 104
2025
Q2 		$354K Sell
5,921
-12
-0.2% -$710 0.04% 105
2025
Q1 		$352K Sell
5,933
-235
-4% -$13.7K 0.04% 101
2024
Q4 		$358K Buy
6,168
+141
+2% +$8.29K 0.05% 102
2024
Q3 		$364K Buy
6,027
+163
+3% +$9.73K 0.05% 100
2024
Q2 		$341K Buy
5,864
+3
+0.1% +$173 0.05% 96
2024
Q1 		$343K Buy
5,861
+548
+10% +$32.2K 0.05% 95
2023
Q4 		$315K Buy
5,313
+4
+0.1% +$231 0.05% 89
2023
Q3 		$303K Buy
5,309
+2
+0% +$116 0.05% 87
2023
Q2 		$311K Buy
5,307
+147
+3% +$8.77K 0.05% 88
2023
Q1 		$309K Sell
5,160
-32
-0.6% -$1.9K 0.06% 86
2022
Q4 		$304K Buy
5,192
+23
+0.4% +$1.34K 0.06% 85
2022
Q3 		$301K Sell
5,169
-265
-5% -$16.1K 0.07% 80
2022
Q2 		$332K Sell
5,434
-552
-9% -$33.8K 0.07% 78
2022
Q1 		$374K Sell
5,986
-1,790
-23% -$116K 0.06% 112
2021
Q4 		$517K Buy
7,776
+6,005
+339% +$402K 0.08% 108
2021
Q3 		$120K Buy
1,771
+1
+0.1% +$68 0.02% 210
2021
Q2 		$120K Buy
1,770
+1
+0.1% +$68 0.02% 207
2021
Q1 		$119K Buy
1,769
+1
+0.1% +$68 0.02% 191
2020
Q4 		$123K Buy
1,768
+4
+0.2% +$280 0.03% 179
2020
Q3 		$124K Buy
1,764
+1
+0.1% +$71 0.03% 166
2020
Q2 		$124K Buy
+1,763
New +$124K 0.03% 154

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

Rockbridge Investment Management's VGIT Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.68% in Q1 2026, selling an estimated $2.22K and leaving 5,421 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #113.

Rockbridge Investment Management first reported a position in VGIT in Q2 2020 and has held it in 24 quarters since. The position peaked at $517K in Q4 2021. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Rockbridge Investment Management held 5,421 shares of Vanguard Intermediate-Term Treasury ETF worth $323K as of Q1 2026.
  • Rockbridge Investment Management sold 37 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $2.22K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Rockbridge Investment Management's portfolio in Q1 2026, its #113 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $517K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.