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

Tortoise 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 		$18.8M Buy
319,219
+35,748
+13% +$2.11M 1.4% 17
2026
Q1 		$16.9M Buy
283,471
+276,294
+3,850% +$16.6M 1.39% 15
2025
Q4 		$430K Sell
7,177
-37
-0.5% -$2.23K 0.04% 172
2025
Q3 		$433K Buy
7,214
+3,193
+79% +$191K 0.04% 167
2025
Q2 		$241K Sell
4,021
-20
-0.5% -$1.18K 0.02% 204
2025
Q1 		$240K Sell
4,041
-436
-10% -$25.5K 0.03% 193
2024
Q4 		$260K Sell
4,477
-685
-13% -$40.3K 0.03% 195
2024
Q3 		$312K Sell
5,162
-4,745
-48% -$283K 0.03% 184
2024
Q2 		$577K Sell
9,907
-7,508
-43% -$434K 0.07% 136
2024
Q1 		$1.02M Sell
17,415
-1,504
-8% -$88.2K 0.12% 109
2023
Q4 		$1.12M Buy
18,919
+1,455
+8% +$83.9K 0.15% 101
2023
Q3 		$998K Sell
17,464
-2,705
-13% -$157K 0.15% 102
2023
Q2 		$1.18M Sell
20,169
-563
-3% -$33.6K 0.18% 96
2023
Q1 		$1.24M Buy
20,732
+7,318
+55% +$433K 0.2% 90
2022
Q4 		$784K Sell
13,414
-7,715
-37% -$451K 0.14% 112
2022
Q3 		$1.23M Sell
21,129
-26,171
-55% -$1.59M 0.24% 81
2022
Q2 		$2.89M Buy
47,300
+20,876
+79% +$1.28M 0.57% 45
2022
Q1 		$1.66M Buy
26,424
+26,022
+6,473% +$1.68M 0.31% 67
2021
Q4 		$27K Buy
402
+21
+6% +$1.41K 0.01% 365
2021
Q3 		$26K Buy
+381
New +$26K 0.01% 354
2017
Q2 		– Sell
-400
Closed -$26K – 518
2017
Q1 		$26K Buy
+400
New +$25.6K 0.01% 252

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

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

Tortoise Investment Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q2 2026, buying an estimated $2.11M and bringing the position to 319,219 shares worth $18.8M. The position accounts for 1.4% of the portfolio, ranked #17.

Tortoise Investment Management first reported a position in VGIT in Q1 2017 and has held it in 21 quarters since. 981 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Tortoise Investment Management held 319,219 shares of Vanguard Intermediate-Term Treasury ETF worth $18.8M as of Q2 2026.
  • Tortoise Investment Management bought 35,748 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $2.11M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.4% of Tortoise Investment Management's portfolio in Q2 2026, its #17 holding.
  • Tortoise Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and has held it in 21 quarters since.
  • 981 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.