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 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

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stephens Group Asset Management's VGIT Position: Q2 2026 in Review

Stephens Group Asset Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.9% in Q2 2026, selling an estimated $31K and leaving 8,305 shares worth $490K. 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 16 quarters since. The position peaked at $4.51M in Q2 2024. 976 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Stephens Group Asset Management held 8,305 shares of Vanguard Intermediate-Term Treasury ETF worth $490K as of Q2 2026.
Stephens Group Asset Management sold 525 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $31K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Stephens Group Asset Management's portfolio in Q2 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 16 quarters since.
Stephens Group Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $4.51M in Q2 2024.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.