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 Q2	$324K	Buy	5,499 +78	+1%	+$4.61K	0.03%	119
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

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

Rockbridge Investment Management's VGIT Position: Q2 2026 in Review

Rockbridge Investment Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.4% in Q2 2026, buying an estimated $4.61K and bringing the position to 5,499 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #119.

Rockbridge Investment Management first reported a position in VGIT in Q2 2020 and has held it in 25 quarters since. The position peaked at $517K in Q4 2021. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Rockbridge Investment Management held 5,499 shares of Vanguard Intermediate-Term Treasury ETF worth $324K as of Q2 2026.
Rockbridge Investment Management bought 78 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.61K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Rockbridge Investment Management's portfolio in Q2 2026, its #119 holding.
Rockbridge Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 25 quarters since.
Rockbridge Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $517K in Q4 2021.
981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.