VGIT · VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · Holdings ETF

$57.00 -0.03 (-0.05%) At close · Oct 21

Volume · Oct 21 4.92M Avg daily vol (3M) 5.33M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 226

Total Value: $2,832,050,326

Total Shares: 49,983,241

Showing 1–100 of 226 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 226 13F filers · Δ vs Jun 30, 2026

Top Holder

13.2%

−3.1 pts

Top 5

38.0%

−5.7 pts

Top 10

54.0%

−2.5 pts

HHI

427

Broadly held−161

Who Holds VGIT

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 982 filers, like-for-like change +4.7%; actively managed books +6.1%; index-like books -14.5%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	46.2%	672	+9.1%	66	49
Exempt adviser	0.0%	1	+12.8%	0	0
Adviser	2.2%	13	+11.4%	1	0
Bank	35.7%	31	-1.4%	4	1
Insurer	0.0%	1	+0.8%	0	0
Broker-dealer	0.6%	1	+13.5%	0	0
Non-US	0.0%	1	-0.5%	0	0
Holding company	5.4%	7	+1.0%	0	0
Unknown	9.9%	255	+9.4%	20	22

Style	Share	Filers	Change	New	Exited
Index-like	5.2%	9	-14.5%	0	1
Systematic-like	0.0%	1	-30.7%	1	4
Concentrated	27.9%	459	+3.6%	41	28
Diversified active	67.0%	511	+7.1%	48	38
Unknown	0.0%	2	-78.1%	1	1
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	90.0%	715	+3.5%	56	43
Medium turnover	8.4%	145	+21.8%	18	9
High turnover	0.1%	9	-23.1%	1	8
Unknown	1.5%	113	-2.0%	16	12
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	1.1%	107	-7.2%	19	13
Medium horizon	10.3%	237	-0.1%	21	18
Long horizon	87.9%	614	+5.5%	47	39
Unknown	0.7%	24	+4.6%	4	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	9.2%	533	+6.0%	59	48
$1B to $10B	24.3%	319	+5.1%	31	15
$10B to $100B	15.5%	96	+5.4%	1	6
$100B or more	51.0%	34	+4.2%	0	3
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	39.0%	601	+7.3%	59	41
Pooled investment vehicles	0.1%	4	+120.1%	0	2
Registered funds and BDCs	0.9%	15	+18.2%	1	4
Pension and profit sharing plans	1.9%	10	-35.7%	0	0
Insurance companies	0.0%	2	+10.3%	0	0
Charitable organizations	0.1%	5	+8.7%	0	0
Governments and sovereign funds	0.0%	2	+4.1%	0	0
Banks and thrifts	0.0%	1	+5.4%	0	0
Corporations	0.1%	2	+0.9%	0	0
Other investment advisers	0.8%	8	-21.1%	1	1
Other	0.1%	1	-11.8%	0	0
Diversified	3.0%	19	+321.4%	5	1
Unknown	53.8%	312	+1.3%	25	23

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.7%	28	+5.2%	4	3
Private equity funds	7.9%	22	+6.5%	1	1
Venture capital funds	0.1%	4	+9.8%	0	0
Real estate funds	0.4%	8	-16.1%	0	0
Liquidity funds	0.0%	0	—	0	0
Securitized asset funds	0.3%	4	-8.4%	1	0
Other private funds	7.3%	29	+10.1%	2	2
Mixed private funds	1.9%	4	+1038.6%	0	0
Private funds, type not stated	0.2%	7	+23.4%	2	0
No private funds	27.5%	565	+3.6%	56	43
Unknown	53.8%	311	+1.2%	25	23

Location	Share	Filers	Change	New	Exited
United States	95.3%	951	+4.0%	88	68
Outside the US	4.7%	31	+20.9%	3	4

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 14 holders with no observed 2026-03-31 13F and 14 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd; JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

982 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

385

39.2% of filers hold it in their top 10

Mar 31, 2026: 408

Holders above 5%

median weight 0.129%

Mar 31, 2026: 97

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

56.4%

of 13F shares, Herfindahl 0.059

Active holders

+6.1%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 19.1 quarters

Under 1 year 5.19% 1 to 3 years 16.0% 3 years or more 78.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $461,813 (0 buying, 2 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$59.28

estimated per share

Mar 31, 2026: $59.34

Quarter-end price

$58.83

implied by 13F values

Estimated gain or loss

-0.8%

price against the estimated cost

Estimated at a loss

70.2%

of costed 13F value

Estimated cost covers 30.4% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of VGIT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	2,096,449	7
Active funds	65,667	2
Unclassified	850,625	3
All registered funds	3,012,741	12

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

107

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -761

Institutional value: -91.1%

Shares held: -91.2%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	+287,720	4,484,719
Small Pathway Financial Advisors LLC	+251,216	849,151
Mid Apella Capital, LLC	+239,651	316,744
Mid Foster Group, Inc.	+141,148	2,945,174
Mid BURNEY CO/	+114,073	1,637,048

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Valeo Financial Advisors, LLC	−296,451	1,437,865
Small CYPRESS FINANCIAL PLANNING LLC	−214,401	441,394
Small Secure Asset Management, LLC	−114,355	549,929
Mid Acropolis Investment Management, LLC	−102,579	2,653,970
Small ATX Financial Planning, LLC	−59,599	53,812

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Meredith Wealth Planning	480,186	$27,207,338
Small ALM First Financial Advisors, LLC	275,349	$15,601,274
Small Kaydan Wealth Management, Inc.	130,185	$7,376,282
Small MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	122,761	$6,955,638
Small Financial & Tax Architects, LLC	36,826	$2,086,561

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Micro Newport Capital Group, LLC	244,928	$14,445,853
Small Silverleafe Capital Partners, LLC	226,787	$13,375,897
Small Financial Architects, LLC	199,845	$11,786,858
Small Enclave Advisors LLC	25,345	$1,494,848
Small PW Nova Financial Services LLC	23,708	$1,398,297

Filter: New 21 Increased 107 Reduced 75 Sold out 14 Unchanged 21

Holder type: Registered adviser 159 Adviser 2 Bank 1 Unknown 64

Showing 100 of 226

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Blue Trust, Inc. VGIT

$373,456,766

13.19%

6,591,189

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VGIT

$254,104,178

8.97%

4,484,719

Foster Group, Inc. VGIT

$166,873,558

5.89%

2,945,174

Acropolis Investment Management, LLC VGIT

$150,373,940

5.31%

2,653,970

Bangor Savings Bank VGIT

$131,598,798

4.65%

2,322,605

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VGIT

$112,391,399

3.97%

1,983,611

BURNEY CO/ VGIT

$92,755,139

3.28%

1,637,048

Atria Investments, Inc VGIT

$90,622,060

3.20%

1,599,401

Valeo Financial Advisors, LLC VGIT

$81,469,430

2.88%

1,437,865

Hanson & Doremus Investment Management VGIT

$75,158,300

2.65%

1,326,479

Klaas Financial Asset Advisors, LLC VGIT

$55,127,177

1.95%

972,947

Pathway Financial Advisors LLC VGIT

$48,112,895

1.70%

849,151

Kathmere Capital Management, LLC VGIT

$43,929,121

1.55%

775,311

Towneley Capital Management, Inc / DE VGIT

$34,830,261

1.23%

614,724

MATHER GROUP, LLC. VGIT

$34,393,583

1.21%

607,017

BIRCHBROOK, INC. VGIT

$32,814,525

1.16%

579,148

OLD NATIONAL BANCORP /IN/ VGIT

$31,642,796

1.12%

558,468

Secure Asset Management, LLC VGIT

$31,158,977

1.10%

549,929

Emprise Bank VGIT

$30,499,398

1.08%

538,288

Kondo Wealth Advisors, Inc. VGIT

$29,326,026

1.04%

517,579

DIVERSIFY WEALTH MANAGEMENT, LLC VGIT

$28,473,123

1.01%

502,526

Diversify Advisory Services, LLC VGIT

$28,473,123

1.01%

502,526

TRAPHAGEN INVESTMENT ADVISORS LLC VGIT

$28,097,580

0.99%

495,898

25 LLC VGIT

$27,985,110

0.99%

493,913

RKL Wealth Management LLC VGIT

$27,364,683

0.97%

482,963

Meredith Wealth Planning VGIT

$27,207,338

0.96%

480,186

1834 INVESTMENT ADVISORS CO VGIT

$26,556,598

0.94%

468,701

Private Wealth Management Group, LLC VGIT

$25,126,499

0.89%

443,461

CYPRESS FINANCIAL PLANNING LLC VGIT

$25,009,384

0.88%

441,394

Farther Finance Advisors, LLC VGIT

$24,183,791

0.85%

426,823

QUATTRO FINANCIAL ADVISORS LLC VGIT

$21,091,345

0.74%

372,244

Roth Financial Partners LLC VGIT

$20,853,882

0.74%

368,053

Friday Financial VGIT

$20,147,899

0.71%

355,593

FAMILY WEALTH PARTNERS, LLC VGIT

$20,131,298

0.71%

355,300

Gleason Group, Inc. VGIT

$19,866,695

0.70%

350,630

Net Worth Advisory Group VGIT

$19,157,255

0.68%

338,109

Arbor Wealth Management LLC\AZ VGIT

$18,664,653

0.66%

329,415

Hassell Wealth Management, LLC VGIT

$18,148,764

0.64%

320,310

CFS Investment Advisory Services, LLC VGIT

$18,143,041

0.64%

320,209

Apella Capital, LLC VGIT

$17,946,715

0.63%

316,744

ALM First Financial Advisors, LLC VGIT

$15,601,274

0.55%

275,349

Peirce Capital Management, LLC VGIT

$15,428,971

0.54%

272,308

Wealth Analytics Partners, LLC VGIT

$15,360,412

0.54%

271,098

BALDWIN WEALTH PARTNERS LLC/MA VGIT

$14,729,390

0.52%

259,961

MassMutual Private Wealth & Trust, FSB VGIT

$13,468,421

0.48%

237,706

Five Pine Wealth Management VGIT

$13,312,833

0.47%

234,960

Aerodigm Wealth, LLC VGIT

$13,116,620

0.46%

231,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC	231,497	$13,116,620	100.0%	Other

FOUNDERS GROVE WEALTH PARTNERS, LLC VGIT

$10,494,848

0.37%

185,225

CogentBlue Wealth Advisors, LLC VGIT

$10,327,078

0.36%

182,264

SAX WEALTH ADVISORS, LLC VGIT

$9,985,531

0.35%

176,236

Shotwell Rutter Baer Inc VGIT

$9,722,799

0.34%

171,599

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. VGIT

$9,079,765

0.32%

160,250

AdvisorNet Financial, Inc VGIT

$9,008,713

0.32%

158,996

Archford Capital Strategies, LLC VGIT

$8,416,673

0.30%

148,547

Cravens & Co Advisors, LLC VGIT

$8,380,637

0.30%

147,911

Braun-Bostich & Associates Inc. VGIT

$8,169,862

0.29%

144,191

Summitas Investment Management LLC VGIT

$8,010,874

0.28%

141,385

Advisory Solutions Group, LLC VGIT

$7,937,216

0.28%

140,085

BluePrint Investing LLC VGIT

$7,634,255

0.27%

134,738

Kaydan Wealth Management, Inc. VGIT

$7,376,282

0.26%

130,185

Integrated Advisors Network LLC VGIT

$7,275,880

0.26%

128,413

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC VGIT

$6,955,638

0.25%

122,761

Fermata Advisors, LLC VGIT

$6,681,687

0.24%

117,926

Kaufman Rossin Wealth, LLC VGIT

$6,381,219

0.23%

112,623

JDH Wealth Management, LLC VGIT

$6,315,380

0.22%

111,461

Plan A Wealth LLC VGIT

$6,028,000

0.21%

106,389

Dynamic Wealth Strategies, LLC VGIT

$5,861,873

0.21%

103,457

Hennion & Walsh Asset Management, Inc. VGIT

$5,844,365

0.21%

103,148

Hickory Point Bank & Trust VGIT

$5,828,104

0.21%

102,861

Downshift Financial, LLC VGIT

$5,752,746

0.20%

101,531

CWC Advisors, LLC. VGIT

$5,612,456

0.20%

99,055

OMNI 360 Wealth, Inc. VGIT

$5,369,724

0.19%

94,771

Alhambra Investment Management LLC VGIT

$5,141,895

0.18%

90,750

Montecito Bank & Trust VGIT

$5,130,506

0.18%

90,549

Vertex Investment Solutions Co., Ltd. VGIT

$5,003,078

0.18%

88,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Daiichi Life Group, Inc.	88,300	$5,003,078	100.0%	Defined

Resonant Capital Advisors, LLC VGIT

$4,983,813

0.18%

87,960

DAVENPORT & Co LLC VGIT

$4,883,638

0.17%

86,192

Buska Wealth Management, LLC VGIT

$4,699,833

0.17%

82,948

LifePlan Financial, LLC VGIT

$4,529,740

0.16%

79,946

Aureum Wealth Management, LLC VGIT

$4,349,958

0.15%

76,773

SigFig Wealth Management, LLC VGIT

$4,185,417

0.15%

73,869

First Pacific Financial VGIT

$3,983,537

0.14%

70,306

BURKETT FINANCIAL SERVICES, LLC VGIT

$3,981,611

0.14%

70,272

BAKER TILLY WEALTH MANAGEMENT, LLC VGIT

$3,805,058

0.13%

67,156

Oasis Advisors, LLC VGIT

$3,744,489

0.13%

66,087

Cornerstone Wealth Advisors, Inc. VGIT

$3,669,698

0.13%

64,767

Wedmont Private Capital VGIT

$3,593,490

0.13%

63,422

Human Investing LLC VGIT

$3,505,893

0.12%

61,876

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Betterment LLC	5,599	$317,239	9.0%	Defined
Held directly	56,277	$3,188,654	91.0%	Sole

Ifrah Financial Services, Inc. VGIT

$3,501,418

0.12%

61,797

Tandem Investment Partners LLC VGIT

$3,418,637

0.12%

60,336

Sowell Financial Services LLC VGIT

$3,074,371

0.11%

54,260

Bull Street Advisors, LLC VGIT

$3,069,612

0.11%

54,176

ATX Financial Planning, LLC VGIT

$3,048,987

0.11%

53,812

PINNACLE ASSOCIATES LTD VGIT

$2,817,021

0.10%

49,718

Robertson Stephens Wealth Management, LLC VGIT

$2,728,745

0.10%

48,160

Whitcomb & Hess, Inc. VGIT

$2,569,757

0.09%

45,354

Evansbrook LLC VGIT

$2,480,461

0.09%

43,778

Nolet Wealth Management, LLC VGIT

$2,434,566

0.09%

42,968

Oath Planning, LLC VGIT

$2,274,389

0.08%

40,141

Essex Bank VGIT

$2,242,205

0.08%

39,573

Showing the top 100 of 226 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.