Western Reserve Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Western Reserve Capital 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	$1.03M	Buy	17,400 +8,296	+91%	+$490K	0.76%	20
2026 Q1	$542K	Sell	9,104 -172	-2%	-$10.3K	0.44%	24
2025 Q4	$556K	Buy	+9,276	New	+$558K	0.52%	21

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Western Reserve Capital Management's VGIT Position: Q2 2026 in Review

Western Reserve Capital Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 91% in Q2 2026, buying an estimated $490K and bringing the position to 17,400 shares worth $1.03M. The position accounts for 0.76% of the portfolio, ranked #20.

Western Reserve Capital Management first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Western Reserve Capital Management held 17,400 shares of Vanguard Intermediate-Term Treasury ETF worth $1.03M as of Q2 2026.
Western Reserve Capital Management bought 8,296 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $490K.
Vanguard Intermediate-Term Treasury ETF made up 0.76% of Western Reserve Capital Management's portfolio in Q2 2026, its #20 holding.
Western Reserve Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.