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Squire Investment Management Company’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Squire Investment Management Company’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 		$15.1M Buy
256,311
+16,507
+7% +$975K 3.64% 10
2026
Q1 		$14.3M Buy
239,804
+30,453
+15% +$1.82M 3.97% 10
2025
Q4 		$12.5M Buy
209,351
+28,487
+16% +$1.71M 3.8% 10
2025
Q3 		$10.9M Buy
180,864
+14,548
+9% +$869K 3.54% 10
2025
Q2 		$9.95M Buy
166,316
+2,601
+2% +$154K 3.67% 10
2025
Q1 		$9.72M Buy
163,715
+23,846
+17% +$1.39M 4.05% 10
2024
Q4 		$8.11M Buy
139,869
+23,571
+20% +$1.39M 3.57% 10
2024
Q3 		$7.03M Buy
116,298
+25,063
+27% +$1.5M 3.34% 10
2024
Q2 		$5.31M Buy
91,235
+24,108
+36% +$1.39M 3.01% 10
2024
Q1 		$3.93M Buy
67,127
+28,111
+72% +$1.65M 2.48% 11
2023
Q4 		$2.31M Buy
+39,016
New +$2.25M 1.88% 10

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Squire Investment Management Company's VGIT Position: Q2 2026 in Review

Squire Investment Management Company increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.9% in Q2 2026, buying an estimated $975K and bringing the position to 256,311 shares worth $15.1M. The position accounts for 3.64% of the portfolio, ranked #10.

Squire Investment Management Company first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Squire Investment Management Company held 256,311 shares of Vanguard Intermediate-Term Treasury ETF worth $15.1M as of Q2 2026.
  • Squire Investment Management Company bought 16,507 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $975K.
  • Vanguard Intermediate-Term Treasury ETF made up 3.64% of Squire Investment Management Company's portfolio in Q2 2026, its #10 holding.
  • Squire Investment Management Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.