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Shotwell Rutter Baer’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Shotwell Rutter Baer’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
Q3 		$9.7M Buy
171,599
+4,974
+3% +$289K 5.4% 8
2026
Q2 		$9.8M Buy
166,625
+4,428
+3% +$262K 5.4% 8
2026
Q1 		$9.7M Buy
162,197
+7,464
+5% +$447K 5.68% 8
2025
Q4 		$9.27M Buy
154,733
+9,852
+7% +$592K 5.57% 8
2025
Q3 		$8.68M Buy
144,881
+3,695
+3% +$221K 5.6% 9
2025
Q2 		$8.37M Buy
141,186
+3,648
+3% +$216K 5.68% 8
2025
Q1 		$8.24M Buy
137,538
+2,325
+2% +$136K 7.27% 4
2024
Q4 		$7.78M Buy
135,213
+4,727
+4% +$278K 6.55% 6
2024
Q3 		$7.78M Buy
130,486
+5,285
+4% +$315K 6.4% 7
2024
Q2 		$7.31M Buy
+125,201
New +$7.24M 6.48% 7
2024
Q1 		– Sell
-119,423
Closed -$7.09M – 33
2023
Q4 		$7.09M Buy
+119,423
New +$6.88M 6.77% 5

Other funds holding VGIT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Shotwell Rutter Baer's VGIT Position: Q3 2026 in Review

Shotwell Rutter Baer increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3% in Q3 2026, buying an estimated $289K and bringing the position to 171,599 shares worth $9.7M. The position accounts for 5.4% of the portfolio, ranked #8.

Shotwell Rutter Baer first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.8M in Q2 2026. 196 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Shotwell Rutter Baer held 171,599 shares of Vanguard Intermediate-Term Treasury ETF worth $9.7M as of Q3 2026.
  • Shotwell Rutter Baer bought 4,974 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $289K.
  • Vanguard Intermediate-Term Treasury ETF made up 5.4% of Shotwell Rutter Baer's portfolio in Q3 2026, its #8 holding.
  • Shotwell Rutter Baer first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Shotwell Rutter Baer's Vanguard Intermediate-Term Treasury ETF position peaked at $9.8M in Q2 2026.
  • 196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.