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 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%	-$3.69K	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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Summit Global Investments's VGIT Position: Q2 2026 in Review

Summit Global Investments increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.01% in Q2 2026, buying an estimated $59 and bringing the position to 7,098 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #376.

Summit Global Investments first reported a position in VGIT in Q1 2019 and has held it in 23 quarters since. The position peaked at $6.09M in Q1 2022. 533 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Summit Global Investments held 7,098 shares of Vanguard Intermediate-Term Treasury ETF worth $419K as of Q2 2026.
Summit Global Investments bought 1 Vanguard Intermediate-Term Treasury ETF share in Q2 2026, an estimated $59.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #376 holding.
Summit Global Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and has held it in 23 quarters since.
Summit Global Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $6.09M in Q1 2022.
533 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.