Salomon & Ludwin’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Salomon & Ludwin’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	$15.6M	Buy	260,470 +26,080	+11%	+$1.56M	1.39%	21
2025 Q4	$14.1M	Buy	234,390 +18,314	+8%	+$1.1M	1.24%	24
2025 Q3	$13M	Buy	216,076 +3,386	+2%	+$202K	1.17%	25
2025 Q2	$12.6M	Buy	212,690 +16,053	+8%	+$950K	1.25%	25
2025 Q1	$11.7M	Buy	196,637 +18,060	+10%	+$1.06M	1.25%	25
2024 Q4	$10.4M	Buy	178,577 +5,408	+3%	+$318K	1.1%	26
2024 Q3	$10.5M	Buy	173,169 +32,375	+23%	+$1.93M	1.07%	26
2024 Q2	$8.25M	Sell	140,794 -21,407	-13%	-$1.24M	0.92%	28
2024 Q1	$9.5M	Buy	162,201 +120,440	+288%	+$7.07M	0.82%	34
2023 Q4	$2.76M	Hold	41,761	–	–	0.29%	57
2023 Q3	$2.76M	Buy	41,761 +30,602	+274%	+$1.77M	0.29%	57
2023 Q2	$655K	Buy	+11,159	New	+$665K	0.07%	99

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Salomon & Ludwin's VGIT Position: Q1 2026 in Review

Salomon & Ludwin increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q1 2026, buying an estimated $1.56M and bringing the position to 260,470 shares worth $15.6M. The position accounts for 1.39% of the portfolio, ranked #21.

Salomon & Ludwin first reported a position in VGIT in Q2 2023 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Salomon & Ludwin held 260,470 shares of Vanguard Intermediate-Term Treasury ETF worth $15.6M as of Q1 2026.
Salomon & Ludwin bought 26,080 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.56M.
Vanguard Intermediate-Term Treasury ETF made up 1.39% of Salomon & Ludwin's portfolio in Q1 2026, its #21 holding.
Salomon & Ludwin first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.