Roundview Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Roundview Capital’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	$31.3M	Buy	530,707 +30,097	+6%	+$1.78M	1.71%	13
2026 Q1	$29.8M	Buy	500,610 +9,028	+2%	+$541K	1.86%	10
2025 Q4	$29.5M	Buy	491,582 +2,455	+0.5%	+$148K	1.81%	11
2025 Q3	$29.4M	Buy	489,127 +3,091	+0.6%	+$185K	1.86%	11
2025 Q2	$29.1M	Buy	486,036 +2,156	+0.4%	+$128K	1.94%	10
2025 Q1	$28.7M	Buy	483,880 +32,106	+7%	+$1.88M	2.07%	9
2024 Q4	$26.2M	Buy	451,774 +17,757	+4%	+$1.04M	1.83%	10
2024 Q3	$26.2M	Buy	434,017 +8,140	+2%	+$486K	1.9%	9
2024 Q2	$24.8M	Sell	425,877 -22,036	-5%	-$1.27M	1.95%	9
2024 Q1	$26.2M	Buy	447,913 +32,880	+8%	+$1.93M	2.14%	7
2023 Q4	$24.6M	Buy	415,033 +127,428	+44%	+$7.34M	2.27%	7
2023 Q3	$16.4M	Buy	287,605 +40,337	+16%	+$2.34M	1.65%	9
2023 Q2	$14.5M	Buy	247,268 +28,765	+13%	+$1.72M	1.42%	10
2023 Q1	$13.1M	Buy	218,503 +25,942	+13%	+$1.54M	1.37%	11
2022 Q4	$11.3M	Buy	192,561 +111,881	+139%	+$6.54M	1.28%	13
2022 Q3	$4.7M	Buy	+80,680	New	+$4.89M	0.59%	43

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

Roundview Capital's VGIT Position: Q2 2026 in Review

Roundview Capital increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6% in Q2 2026, buying an estimated $1.78M and bringing the position to 530,707 shares worth $31.3M. The position accounts for 1.71% of the portfolio, ranked #13.

Roundview Capital first reported a position in VGIT in Q3 2022 and has held it in 16 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Roundview Capital held 530,707 shares of Vanguard Intermediate-Term Treasury ETF worth $31.3M as of Q2 2026.
Roundview Capital bought 30,097 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.78M.
Vanguard Intermediate-Term Treasury ETF made up 1.71% of Roundview Capital's portfolio in Q2 2026, its #13 holding.
Roundview Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.