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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Shotwell Rutter Baer's VGIT Position: Q1 2026 in Review

Shotwell Rutter Baer increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.8% in Q1 2026, buying an estimated $447K and bringing the position to 162,197 shares worth $9.66M. The position accounts for 5.68% of the portfolio, ranked #8.

Shotwell Rutter Baer first reported a position in VGIT in Q4 2023 and has held it in 9 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Shotwell Rutter Baer held 162,197 shares of Vanguard Intermediate-Term Treasury ETF worth $9.66M as of Q1 2026.
  • Shotwell Rutter Baer bought 7,464 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $447K.
  • Vanguard Intermediate-Term Treasury ETF made up 5.68% of Shotwell Rutter Baer's portfolio in Q1 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 9 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.