Stephens Group Asset Management
VGIT icon

Stephens Group Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Stephens Group Asset Management’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
Q3 		$471K Hold
8,305
– – 0.03% 22
2026
Q2 		$490K Sell
8,305
-525
-6% -$31K 0.03% 22
2026
Q1 		$526K Hold
8,830
– – 0.03% 23
2025
Q4 		$529K Hold
8,830
– – 0.04% 23
2025
Q3 		$530K Sell
8,830
-5,474
-38% -$327K 0.04% 23
2025
Q2 		$856K Buy
14,304
+4
+0% +$237 0.06% 21
2025
Q1 		$849K Sell
14,300
-2,224
-13% -$130K 0.07% 22
2024
Q4 		$958K Buy
16,524
+23
+0.1% +$1.35K 0.08% 23
2024
Q3 		$997K Sell
16,501
-60,924
-79% -$3.64M 0.08% 21
2024
Q2 		$4.51M Buy
77,425
+69,120
+832% +$4M 0.41% 21
2024
Q1 		$486K Buy
8,305
+855
+11% +$50.2K 0.04% 23
2023
Q4 		$442K Buy
+7,450
New +$429K 0.04% 23
2021
Q1 		– Sell
-2,885
Closed -$200K – 26
2020
Q4 		$200K Hold
2,885
– – 0.02% 24
2020
Q3 		$203K Hold
2,885
– – 0.03% 24
2020
Q2 		$203K Hold
2,885
– – 0.03% 24
2020
Q1 		$204K Buy
+2,885
New +$196K 0.04% 20
2018
Q4 		– Sell
-1,449
Closed -$90K – 31
2018
Q3 		$90K Buy
+1,449
New +$90.5K 0.02% 15

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Foster Group
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Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Stephens Group Asset Management's VGIT Position: Q3 2026 in Review

Stephens Group Asset Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2026 at 8,305 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #22.

Stephens Group Asset Management first reported a position in VGIT in Q3 2018 and has held it in 17 quarters since. The position peaked at $4.51M in Q2 2024. 287 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Stephens Group Asset Management held 8,305 shares of Vanguard Intermediate-Term Treasury ETF worth $471K as of Q3 2026.
  • Stephens Group Asset Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Stephens Group Asset Management's portfolio in Q3 2026, its #22 holding.
  • Stephens Group Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and has held it in 17 quarters since.
  • Stephens Group Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $4.51M in Q2 2024.
  • 287 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Stephens Group Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.