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Shufro Rose & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Shufro Rose & Co’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 		$9.96M Buy
168,805
+16,056
+11% +$949K 0.57% 37
2026
Q1 		$9.1M Buy
152,749
+2,969
+2% +$178K 0.62% 36
2025
Q4 		$8.98M Buy
149,780
+74,915
+100% +$4.51M 0.61% 37
2025
Q3 		$4.45M Sell
74,865
-1,749
-2% -$104K 0.36% 51
2025
Q2 		$4.55M Sell
76,614
-448
-0.6% -$26.5K 0.37% 52
2025
Q1 		$4.58M Buy
77,062
+5,984
+8% +$350K 0.36% 52
2024
Q4 		$4.12M Buy
71,078
+36,490
+105% +$2.14M 0.32% 55
2024
Q3 		$2.01M Hold
34,588
– – 0.16% 79
2024
Q2 		$2.01M Buy
34,588
+3,977
+13% +$230K 0.16% 79
2024
Q1 		$1.79M Buy
30,611
+7,757
+34% +$455K 0.15% 80
2023
Q4 		$1.31M Sell
22,854
-1,025
-4% -$59.1K 0.12% 97
2023
Q3 		$1.36M Buy
23,879
+1,844
+8% +$107K 0.13% 95
2023
Q2 		$1.29M Buy
22,035
+4,998
+29% +$298K 0.12% 99
2023
Q1 		$1.02M Buy
+17,037
New +$1.01M 0.09% 115

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Shufro Rose & Co's VGIT Position: Q2 2026 in Review

Shufro Rose & Co increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, buying an estimated $949K and bringing the position to 168,805 shares worth $9.96M. The position accounts for 0.57% of the portfolio, ranked #37.

Shufro Rose & Co first reported a position in VGIT in Q1 2023 and has held it in 14 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Shufro Rose & Co held 168,805 shares of Vanguard Intermediate-Term Treasury ETF worth $9.96M as of Q2 2026.
  • Shufro Rose & Co bought 16,056 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $949K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.57% of Shufro Rose & Co's portfolio in Q2 2026, its #37 holding.
  • Shufro Rose & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.