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Summit Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Summit Financial’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 		$2.35M Buy
39,458
+32,542
+471% +$1.95M 0.03% 532
2025
Q4 		$415K Sell
6,916
-1,037
-13% -$62.4K 0.01% 947
2025
Q3 		$477K Buy
+7,953
New +$475K 0.01% 897

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

Summit Financial's VGIT Position: Q1 2026 in Review

Summit Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 471% in Q1 2026, buying an estimated $1.95M and bringing the position to 39,458 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #532.

Summit Financial first reported a position in VGIT in Q3 2025 and has held it in 3 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Summit Financial held 39,458 shares of Vanguard Intermediate-Term Treasury ETF worth $2.35M as of Q1 2026.
  • Summit Financial bought 32,542 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.95M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #532 holding.
  • Summit Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.