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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
Q2 		$2.15M Sell
36,512
-2,946
-7% -$174K 0.02% 618
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Summit Financial's VGIT Position: Q2 2026 in Review

Summit Financial reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.5% in Q2 2026, selling an estimated $174K and leaving 36,512 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #618.

Summit Financial first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.35M in Q1 2026. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Summit Financial held 36,512 shares of Vanguard Intermediate-Term Treasury ETF worth $2.15M as of Q2 2026.
  • Summit Financial sold 2,946 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $174K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #618 holding.
  • Summit Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $2.35M in Q1 2026.
  • 980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.