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Winter & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Winter & Associates’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 		$276K Sell
4,686
-2,367
-34% -$140K 0.21% 70
2026
Q1 		$418K Sell
7,053
-416
-6% -$24.9K 0.37% 50
2025
Q4 		$448K Buy
+7,469
New +$449K 0.41% 50

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

Winter & Associates's VGIT Position: Q2 2026 in Review

Winter & Associates reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 34% in Q2 2026, selling an estimated $140K and leaving 4,686 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #70.

Winter & Associates first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q4 2025. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Winter & Associates held 4,686 shares of Vanguard Intermediate-Term Treasury ETF worth $276K as of Q2 2026.
  • Winter & Associates sold 2,367 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $140K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.21% of Winter & Associates's portfolio in Q2 2026, its #70 holding.
  • Winter & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $448K in Q4 2025.
  • 973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.