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Synergy Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Synergy Investment 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 		$106K Hold
1,795
– – 0.03% 252
2026
Q1 		$107K Buy
+1,795
New +$108K 0.04% 191
2025
Q2 		– Sell
-1,795
Closed -$107K – 547
2025
Q1 		$107K Hold
1,795
– – 0.04% 166
2024
Q4 		$104K Buy
+1,795
New +$106K 0.04% 172

Other funds holding VGIT

Bank of America
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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

Synergy Investment Management's VGIT Position: Q2 2026 in Review

Synergy Investment Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 1,795 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #252.

Synergy Investment Management first reported a position in VGIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $107K in Q1 2026. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Synergy Investment Management held 1,795 shares of Vanguard Intermediate-Term Treasury ETF worth $106K as of Q2 2026.
  • Synergy Investment Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #252 holding.
  • Synergy Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $107K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.