Valmark Advisers’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Valmark Advisers’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 Q1	$187M	Buy	3,138,310 +32,268	+1%	+$1.93M	2.22%	12
2025 Q4	$186M	Buy	3,106,042 +92,729	+3%	+$5.58M	2.29%	11
2025 Q3	$181M	Buy	3,013,313 +124,742	+4%	+$7.45M	2.34%	11
2025 Q2	$173M	Buy	2,888,571 +106,554	+4%	+$6.31M	2.4%	11
2025 Q1	$165M	Buy	2,782,017 +268,472	+11%	+$15.7M	2.49%	11
2024 Q4	$146M	Buy	2,513,545 +1,441,121	+134%	+$84.7M	2.26%	12
2024 Q3	$64.8M	Buy	1,072,424 +59,508	+6%	+$3.55M	1.01%	22
2024 Q2	$59M	Buy	1,012,916 +23,723	+2%	+$1.37M	1%	25
2024 Q1	$57.9M	Buy	989,193 +33,631	+4%	+$1.97M	1.01%	26
2023 Q4	$56.7M	Buy	955,562 +11,166	+1%	+$644K	1.06%	24
2023 Q3	$54M	Buy	944,396 +23,081	+3%	+$1.34M	1.12%	24
2023 Q2	$54M	Buy	921,315 +35,951	+4%	+$2.14M	1.1%	26
2023 Q1	$53.1M	Buy	885,364 +40,520	+5%	+$2.4M	1.14%	26
2022 Q4	$49.4M	Sell	844,844 -197,127	-19%	-$11.5M	1.14%	28
2022 Q3	$60.8M	Sell	1,041,971 -5,044	-0.5%	-$306K	1.22%	23
2022 Q2	$64M	Sell	1,047,015 -14,090	-1%	-$863K	1.24%	22
2022 Q1	$66.8M	Buy	1,061,105 +8,599	+0.8%	+$556K	1.18%	24
2021 Q4	$70M	Buy	1,052,506 +24,931	+2%	+$1.67M	1.21%	23
2021 Q3	$69.4M	Buy	1,027,575 +7,795	+0.8%	+$531K	1.27%	21
2021 Q2	$69.2M	Sell	1,019,780 -127,825	-11%	-$8.65M	1.27%	20
2021 Q1	$77.2M	Buy	1,147,605 +61,235	+6%	+$4.19M	1.49%	18
2020 Q4	$75.4M	Buy	1,086,370 +65,166	+6%	+$4.56M	1.53%	19
2020 Q3	$72M	Buy	1,021,204 +50,430	+5%	+$3.56M	1.63%	19
2020 Q2	$68.5M	Buy	970,774 +11,921	+1%	+$839K	1.61%	18
2020 Q1	$67.6M	Sell	958,853 -79,300	-8%	-$5.38M	1.77%	19
2019 Q4	$68.4M	Buy	1,038,153 +15,460	+2%	+$1.03M	1.48%	20
2019 Q3	$68.2M	Buy	1,022,693 +3,163	+0.3%	+$210K	1.51%	19
2019 Q2	$67.3M	Sell	1,019,530 -1,163	-0.1%	-$75.3K	1.48%	19
2019 Q1	$65.8M	Sell	1,020,693 -1,270,215	-55%	-$80.8M	1.47%	21
2018 Q4	$145M	Sell	2,290,908 -70,052	-3%	-$4.36M	3.49%	10
2018 Q3	$147M	Sell	2,360,960 -7,764	-0.3%	-$485K	3.21%	12
2018 Q2	$148M	Buy	+2,368,724	New	+$148M	3.28%	12

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Valmark Advisers's VGIT Position: Q1 2026 in Review

Valmark Advisers increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1% in Q1 2026, buying an estimated $1.93M and bringing the position to 3,138,310 shares worth $187M. The position accounts for 2.22% of the portfolio, ranked #12.

Valmark Advisers first reported a position in VGIT in Q2 2018 and has held it in 32 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Valmark Advisers held 3,138,310 shares of Vanguard Intermediate-Term Treasury ETF worth $187M as of Q1 2026.
Valmark Advisers bought 32,268 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.93M.
Vanguard Intermediate-Term Treasury ETF made up 2.22% of Valmark Advisers's portfolio in Q1 2026, its #12 holding.
Valmark Advisers first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2018 and has held it in 32 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.