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Roehl & Yi Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Roehl & Yi Investment Advisors’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 		$1.37M Buy
+1,367,109
New +$80.8M 0.45% 46

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

Roehl & Yi Investment Advisors's VGIT Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 1,367,109 shares worth $1.37M. The stake represents 0.45% of the portfolio and ranks #46 among its holdings.

972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,367,109 shares of Vanguard Intermediate-Term Treasury ETF worth $1.37M as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.45% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.