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Whittier Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Whittier Trust’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 Hold
17,446
– – 0.01% 377
2026
Q1 		$1.03M Sell
17,446
-5,332
-23% -$319K 0.01% 339
2025
Q4 		$1.37M Sell
22,778
-298
-1% -$17.9K 0.01% 310
2025
Q3 		$1.38M Buy
23,076
+298
+1% +$17.8K 0.02% 306
2025
Q2 		$1.36M Hold
22,778
– – 0.02% 340
2025
Q1 		$1.35M Sell
22,778
-3,538
-13% -$207K 0.02% 335
2024
Q4 		$1.53M Sell
26,316
-593
-2% -$34.9K 0.02% 310
2024
Q3 		$1.63M Sell
26,909
-1,784
-6% -$106K 0.02% 304
2024
Q2 		$1.67M Sell
28,693
-452
-2% -$26.1K 0.02% 283
2024
Q1 		$1.71M Sell
29,145
-18,293
-39% -$1.07M 0.02% 283
2023
Q4 		$2.81M Buy
47,438
+46,417
+4,546% +$2.68M 0.05% 240
2023
Q3 		$58.4K Buy
1,021
+254
+33% +$14.7K ﹤0.01% 893
2023
Q2 		$45K Hold
767
– – ﹤0.01% 955
2023
Q1 		$46K Sell
767
-1,480
-66% -$87.7K ﹤0.01% 980
2022
Q4 		$131K Buy
2,247
+2,116
+1,615% +$124K ﹤0.01% 747
2022
Q3 		$8K Hold
131
– – ﹤0.01% 1383
2022
Q2 		$8K Sell
131
-540
-80% -$33.1K ﹤0.01% 1363
2022
Q1 		$42K Sell
671
-30
-4% -$1.94K ﹤0.01% 1026
2021
Q4 		$47K Hold
701
– – ﹤0.01% 994
2021
Q3 		$47K Hold
701
– – ﹤0.01% 951
2021
Q2 		$48K Buy
701
+524
+296% +$35.5K ﹤0.01% 967
2021
Q1 		$12K Hold
177
– – ﹤0.01% 1232
2020
Q4 		$12K Hold
177
– – ﹤0.01% 1135
2020
Q3 		$12K Hold
177
– – ﹤0.01% 1106
2020
Q2 		$12K Hold
177
– – ﹤0.01% 1043
2020
Q1 		$12K Buy
+177
New +$12K ﹤0.01% 1083

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

Whittier Trust's VGIT Position: Q2 2026 in Review

Whittier Trust held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 17,446 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #377.

Whittier Trust first reported a position in VGIT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.81M in Q4 2023. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Whittier Trust held 17,446 shares of Vanguard Intermediate-Term Treasury ETF worth $1.03M as of Q2 2026.
  • Whittier Trust left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #377 holding.
  • Whittier Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
  • Whittier Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $2.81M in Q4 2023.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.