Summit Global Investments
VGIT icon

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

Summit Global Investments’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 		$402K Buy
7,099
+1
+0% +$58 0.02% 396
2026
Q2 		$419K Buy
7,098
+1
+0% +$59 0.02% 376
2026
Q1 		$423K Buy
7,097
+1
+0% +$60 0.03% 358
2025
Q4 		$425K Buy
7,096
+1
+0% +$60 0.03% 360
2025
Q3 		$426K Sell
7,095
-49
-0.7% -$2.93K 0.02% 334
2025
Q2 		$427K Sell
7,144
-41
-0.6% -$2.43K 0.03% 328
2025
Q1 		$427K Sell
7,185
-63
-0.9% -$3.68K 0.03% 315
2024
Q4 		$420K Buy
7,248
+87
+1% +$5.11K 0.03% 394
2024
Q3 		$433K Sell
7,161
-7
-0.1% -$418 0.03% 380
2024
Q2 		$417K Sell
7,168
-87
-1% -$5.03K 0.03% 374
2024
Q1 		$425K Buy
7,255
+62
+0.9% +$3.64K 0.03% 355
2023
Q4 		$427K Sell
7,193
-34
-0.5% -$1.96K 0.03% 361
2023
Q3 		$413K Buy
7,227
+1
+0% +$58 0.03% 370
2023
Q2 		$424K Buy
7,226
+1
+0% +$60 0.03% 371
2023
Q1 		$433K Hold
7,225
– – 0.03% 374
2022
Q4 		$423K Buy
7,225
+1
+0% +$58 0.04% 348
2022
Q3 		$421K Sell
7,224
-47
-0.6% -$2.85K 0.04% 343
2022
Q2 		$445K Sell
7,271
-89,528
-92% -$5.48M 0.04% 337
2022
Q1 		$6.09M Buy
96,799
+13,034
+16% +$843K 0.45% 62
2021
Q4 		$5.57M Buy
83,765
+922
+1% +$61.8K 0.36% 68
2021
Q3 		$5.6M Buy
82,843
+8,733
+12% +$595K 0.42% 54
2021
Q2 		$5.02M Sell
74,110
-1,582
-2% -$107K 0.3% 71
2021
Q1 		$5.09M Buy
+75,692
New +$5.18M 0.33% 62
2019
Q2 		– Sell
-39,444
Closed -$2.54M – 313
2019
Q1 		$2.54M Buy
+39,444
New +$2.51M 0.32% 84

Other funds holding VGIT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Summit Global Investments's VGIT Position: Q3 2026 in Review

Summit Global Investments increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.01% in Q3 2026, buying an estimated $58 and bringing the position to 7,099 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #396.

Summit Global Investments first reported a position in VGIT in Q1 2019 and has held it in 24 quarters since. The position peaked at $6.09M in Q1 2022. 941 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Summit Global Investments held 7,099 shares of Vanguard Intermediate-Term Treasury ETF worth $402K as of Q3 2026.
  • Summit Global Investments bought 1 Vanguard Intermediate-Term Treasury ETF share in Q3 2026, an estimated $58.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Summit Global Investments's portfolio in Q3 2026, its #396 holding.
  • Summit Global Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and has held it in 24 quarters since.
  • Summit Global Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $6.09M in Q1 2022.
  • 941 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.