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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
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

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

Shufro Rose & Co's VGIT Position: Q1 2026 in Review

Shufro Rose & Co increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2% in Q1 2026, buying an estimated $178K and bringing the position to 152,749 shares worth $9.1M. The position accounts for 0.62% of the portfolio, ranked #36.

Shufro Rose & Co first reported a position in VGIT in Q1 2023 and has held it in 13 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Shufro Rose & Co held 152,749 shares of Vanguard Intermediate-Term Treasury ETF worth $9.1M as of Q1 2026.
  • Shufro Rose & Co bought 2,969 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $178K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.62% of Shufro Rose & Co's portfolio in Q1 2026, its #36 holding.
  • Shufro Rose & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.