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 Q2	$9.83M	Buy	166,625 +4,428	+3%	+$262K	5.4%	8
2026 Q1	$9.66M	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

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

Shotwell Rutter Baer's VGIT Position: Q2 2026 in Review

Shotwell Rutter Baer increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.7% in Q2 2026, buying an estimated $262K and bringing the position to 166,625 shares worth $9.83M. 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 10 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Shotwell Rutter Baer held 166,625 shares of Vanguard Intermediate-Term Treasury ETF worth $9.83M as of Q2 2026.
Shotwell Rutter Baer bought 4,428 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $262K.
Vanguard Intermediate-Term Treasury ETF made up 5.4% of Shotwell Rutter Baer's portfolio in Q2 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 10 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.