VGIT institutional holders

Vanguard Intermediate-Term Treasury ETF · 1,020 reporting institutions · $32.1B reported value

Funds that can replace VGIT · VGIT return decomposition

Institutional holdings

Institutions reporting VGIT, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$5.2B02026-06-30
Jpmorgan Chase & Co$4.6B02026-06-30
Empower Advisory Group, LLC$1.5B1,9802026-06-30
Morgan Stanley$1.4B23,1852026-06-30
Creative Planning$1.2B1,1712026-06-30
Scs Capital Management LLC$1.2B802026-06-30
Focus Partners Wealth$893.6M1,0482026-06-30
UBS Group AG$843.7M02026-06-30
Alliancebernstein LP$589.5M5172026-06-30
Focus Partners Advisor Solutions, LLC$566.3M422026-06-30
Nepc LLC$499.9M12026-06-30
Envestnet Pmc$394.6M602026-06-30
Maseco LLP$393.4M82026-06-30
Ameriprise Financial Inc$388.6M02026-06-30
Blue Trust, Inc.$385.5M02026-06-30
Savant Wealth Management$384.2M4052026-06-30
Cambridge Associates LLC /ma/ /adv$373.5M02026-06-30
Heritage Financial Services, LLC$311.8M02025-12-31
Cerity Partners LLC$304.5M7772026-06-30
Wells Fargo & Company/mn$293.3M02026-06-30
Wit, LLC$289.1M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$247.5M992026-06-30
Fmr LLC$223.8M02026-06-30
Valmark Advisers, Inc.$210.4M2952026-06-30
Manning & Napier Advisors LLC$198.3M422026-06-30
Fisher Asset Management, LLC$197.5M2,9842026-06-30
Raymond James Financial Inc$196.9M02026-06-30
Hightower Advisors, LLC$193.4M1,0462026-06-30
Lpl Financial LLC$182.5M23,4582026-06-30
Foster Group, Inc.$165.4M582026-06-30
Strategic Financial Services, Inc.$165M282026-06-30
Acropolis Investment Management, LLC$162.6M372026-06-30
Corient Private Wealth LP$150.6M6742026-06-30
Bangor Savings Bank$135.4M02026-06-30
Royal Bank of Canada$114.2M02026-06-30
Wealth Enhancement Advisory Services, LLC$114.1M1,0262026-06-30
First Interstate Bank$113.7M02026-06-30
Kestra Investment Management, LLC$111.8M92026-06-30
Cetera Investment Advisers$107M10,3702026-06-30
Valeo Financial Advisors, LLC$93.3M1082026-06-30
Perigon Wealth Management, LLC$93.1M922026-06-30
Atria Investments, Inc$92.7M62026-06-30
Bank of New York Mellon Corp$91M02026-06-30
Burney Co$89.8M372026-06-30
Badgley Phelps Wealth Managers, LLC$87.9M282026-06-30
Modern Wealth Management, LLC$84.9M1612026-06-30
Alpine Global Management, LLC$84.1M02025-09-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$81M02026-06-30
Sand Hill Global Advisors, LLC$80.3M202026-06-30
Miller Investment Management, LP$76.7M62026-06-30
Retirement Systems of Alabama$75.2M02026-06-30
Cliffwater LLC$70.8M02026-06-30
Cardinal Point Capital Management Ulc$70M82026-06-30
Northwest Wealth Management, LLC$69.6M212026-06-30
Libra Wealth LLC$64.4M42026-06-30
Riverfront Investment Group, LLC$62.9M302026-06-30
Tanglewood Wealth Management, Inc.$60.5M92026-06-30
Apollon Wealth Management, LLC$58.8M1512026-06-30
Cape Cod Five Cents Savings Bank$58.6M02026-06-30
Truist Financial Corp$58.2M02026-06-30
Brandywine Oak Private Wealth LLC$57.5M102026-06-30
Klaas Financial Asset Advisors, LLC$55.6M142026-06-30
Vident Advisory, LLC$54.1M62026-06-30
Citigroup Inc$53.8M02026-06-30
Vanguard Advisers Inc$53.6M2,4692026-06-30
Oakworth Capital, Inc.$50.1M02026-06-30
Bluesky Wealth Advisors, LLC$49.7M102026-06-30
Lazard Asset Management LLC$48M322026-06-30
Kathmere Capital Management, LLC$47.1M172026-06-30
Summit Trail Advisors, LLC$46.4M272026-06-30
Nova R Wealth, Inc.$45.9M52026-06-30
Sage Mountain Advisors LLC$45.8M212026-06-30
Osaic Holdings, Inc.$45.8M02026-06-30
Coldstream Capital Management Inc$45.6M1362026-06-30
Creative Financial Designs Inc /adv$45.6M02026-06-30
Kestra Advisory Services, LLC$45.1M1,4792026-06-30
Vanguard Group Inc$44.7M02025-12-31
Johnson Investment Counsel Inc$44.2M652026-06-30
Captrust Financial Advisors$43.1M9622026-06-30
Jackson Thornton Wealth Management, LLC$42.7M92026-06-30
Portland Global Advisors LLC$41M112026-06-30
Milwealth Group LLC$40.5M52026-06-30
Partners Capital Investment Group, LLP$39.7M12026-06-30
Albion Financial Group /ut$39.5M02026-06-30
Jones Financial Companies LLLP$39.3M02026-06-30
Secure Asset Management, LLC$39.2M552026-06-30
Cypress Financial Planning LLC$38.7M72026-06-30
Master's Wealth Management Inc.$38.3M92026-06-30
Bsw Wealth Partners$36.9M02026-06-30
Assetmark, Inc$36.7M2202026-06-30
Dakota Wealth Management$36.1M02026-06-30
Towneley Capital Management, Inc / de$35.8M72026-06-30
Evergreen Advisors, LLC$35.5M22026-06-30
Permanent Capital Management, LP$35.4M12026-06-30
Pathway Financial Advisors LLC$35.2M62026-06-30
Emprise Bank$34M02026-06-30
Mai Capital Management$34M3082026-06-30
Birchbrook, Inc.$33.7M62026-06-30
Flputnam Investment Management Co$32.8M782026-06-30
Globalt Investments LLC / Ga$32.7M122026-06-30
Private Advisor Group, LLC$32.1M9272026-06-30
Vise Technologies, Inc.$31.4M02026-06-30
Roundview Capital, LLC$31.3M52026-06-30
Proffitt & Goodson Inc.$31.2M62026-06-30
Mather Group, Llc.$30.7M1102026-06-30
Ae Wealth Management LLC$30.3M4712026-06-30
Goldman Sachs Group Inc$30M02026-06-30
Earned Wealth Advisors, LLC$29.6M462026-06-30
Foundations Investment Advisors, LLC$29.6M3022026-06-30
Mirae Asset Global Investments Co., Ltd.$29.5M02026-06-30
Kondo Wealth Advisors, Inc.$29.3M22026-06-30
New York Life Investment Management LLC$28.9M892026-06-30
3edge Asset Management, LP$28.9M152026-06-30
Procyon$28.8M532026-06-30
Smartleaf Asset Management LLC$28.8M92026-06-30
Ami Investment Management Inc$28.6M42026-06-30
Ep Wealth Advisors, LLC$28.4M3382026-06-30
Mariner, LLC$28.1M02026-06-30
Rkl Private Wealth$27.9M292026-06-30
Diversify Advisory Services, LLC$27.8M1162026-06-30
Diversify Wealth Management, LLC$27.8M782026-06-30
Arista Wealth Management, LLC$27.6M112026-06-30
Blackrock, Inc.$27.5M02026-06-30
Old National Bancorp /in$27.4M02026-06-30
25 Financial$26.9M92026-06-30
Traphagen Investment Advisors LLC$26.1M162026-06-30
Beacon Bank & Trust$26M02026-06-30
Kensington Asset Management, LLC$25.7M72026-06-30
Jordan Park Group LLC$25.4M142026-06-30
1834 Investment Advisors Co$24.8M162026-06-30
Private Wealth Management Group, LLC$24.4M72026-06-30
Beacon Pointe Advisors, LLC$24.2M4662026-06-30
Mascoma Wealth Management$23.9M112026-06-30
Baird Financial Group, Inc.$23.6M02026-06-30
Rwa Wealth Partners, LLC$23.3M722026-06-30
Russell Investments Group, Ltd.$22.6M02026-06-30
Commonwealth Equity Services, LLC$22.5M2,8632026-06-30
Dorval Corp$22.4M32026-06-30
Hirtle & Co., LLC$22M02026-06-30
Whelan Financial$22M72026-06-30
United Wealth Management, LLC$21.6M62026-06-30
Gleason Group, Inc.$21.6M62026-06-30
Hilton Capital Management, LLC$21.6M72026-06-30
Mayport Wealth Management$21.3M32026-06-30
Quattro Financial Advisors$21M12026-06-30
Brady Martz Wealth Solutions, LLC$20.4M82026-06-30
Roth Financial Partners LLC$19.7M32026-06-30
Net Worth Advisory Group, LLC$19.5M152026-06-30
Cwm, LLC$19.4M6672026-03-31
Family Wealth Partners, LLC$19.2M02026-06-30
Farther Finance Advisors, LLC$19M3342026-06-30
Rialto Wealth Management, LLC$18.9M82026-06-30
Morling Financial Advisors, LLC$18.9M172026-06-30
Tortoise Investment Management, LLC$18.8M152026-06-30
Wbh Advisory Inc$18.8M112026-06-30
Arbor Wealth Management LLC$18.6M02026-06-30
Bank of Montreal /can$18.6M02026-06-30
Souders Financial Advisors, LLC$18.5M142026-06-30
Hassell Wealth Management, LLC$18.3M52026-06-30
Lowe Brockenbrough & Co Inc$18.2M152026-06-30
Mitsubishi Ufj Asset Management Co., Ltd.$18M02026-06-30
Aqr Capital Management LLC$17.8M12026-06-30
Aurdan Capital Management, LLC$17.6M32026-06-30
Capital Investment Services of America, Inc.$17.5M92026-06-30
Montag$17M92026-06-30
Longview Financial Advisors LLC$16.9M22026-06-30
Kings Path Partners LLC$16.8M42026-06-30
Friday Financial$16.6M312026-06-30
Oneascent Investment Solutions, LLC$16.1M12026-06-30
Vernal Point Advisors, LLC$16.1M62026-06-30
Salomon & Ludwin, LLC$15.8M62026-06-30
Midland Wealth Management$15.8M222026-06-30
Aerodigm Wealth, LLC$15.7M72026-06-30
Rockefeller Capital Management LP$15.7M3462026-06-30
Exchange Traded Concepts, LLC$15.5M02026-06-30
Peirce Capital Management, LLC$15.5M52026-06-30
Baldwin Wealth Partners Llc/ma$15.2M172026-06-30
Howe & Rusling Inc$15.1M102026-06-30
Brown Advisory Inc$15.1M02026-06-30
Cfs Investment Advisory Services LLC$15.1M102026-06-30
Squire Investment Management Company, LLC$15.1M122026-06-30
Mainstreet Investment Advisors LLC$14.9M122026-06-30
Oneascent Financial Services LLC$14.8M852026-06-30
North Ridge Wealth Advisors, Inc.$14.7M02026-03-31
Eversource Wealth Advisors, LLC$14.6M772026-06-30
Wealth Analytics Partners, LLC$14.5M52026-06-30
Newport Capital Group, LLC$14.4M02026-06-30
Security Financial Services, Inc.$14.3M102026-06-30
Financial Advisory Partners, LLC$14.3M42026-06-30
Seaside Wealth Management, Inc.$14.1M72026-06-30
Massmutual Private Wealth & Trust, Fsb$13.9M02026-06-30
Beverly Hills Private Wealth, LLC$13.9M62026-06-30
Croban$13.7M02026-06-30
MML Investors Services, LLC$13.5M5,1202026-06-30
Fifth Third Bancorp$13.5M02026-06-30
Silverleafe Capital Partners, LLC$13.4M62026-06-30
Elevate Wealth Advisory, Inc$12.9M122026-06-30
Sharp Financial$12.8M62026-06-30
Aspirean Wealth, LLC$12.7M62026-06-30
Hmv Wealth Advisors, LLC$12.7M32026-06-30
Sanctuary Advisors, LLC$12.7M4012026-06-30
Hbe Wealth Management, LLC$12.6M52026-06-30
Noble Wealth Partners$12.4M32026-06-30
Rogco, LP$12.3M02026-06-30
Garde Capital, Inc.$12.1M92026-06-30
Marion Wealth Management$12M52026-06-30
Financial Architects, LLC$11.8M32026-06-30
Integrated Wealth Concepts LLC$11.5M4802026-06-30
PNC Financial Services Group, Inc.$11.1M02026-06-30
Five Pine Wealth$10.9M32026-06-30
Websterrogers Financial Advisors, LLC$10.8M72026-06-30
Founders Grove Wealth Partners, LLC$10.7M22026-06-30
United Capital Financial Advisors, LLC$10.7M1662026-06-30
Providence First Trust Co$10.7M02026-06-30
Simplifi, Inc.$10.6M22026-06-30
Hughes Financial Services, LLC$10.6M92026-06-30
Hurley Capital, LLC$10.5M32026-06-30
Middleton & Co Inc/ma$10.5M72026-06-30
Power Wealth Management LLC$10.5M72026-06-30
Trb Wealth Management, LLC$10.5M122026-06-30
Cambria Investment Management, LP$10.4M12026-06-30
Cantor Fitzgerald Investment Advisors LP$10.3M322026-06-30
Cogentblue Wealth Advisors, LLC$10.2M52026-06-30
Sax Wealth Advisors, LLC$10.1M422026-06-30
Brickley Wealth Management$10.1M62026-06-30
Prism Planning Partners LLC$10M42026-06-30
Shufro Rose & Co LLC$10M122026-06-30
Cobblestone Capital Advisors LLC /NY$9.9M02025-09-30
Shotwell Rutter Baer Inc$9.8M52026-06-30
Renaissance Technologies LLC$9.7M02026-06-30
Belleair Asset Management, LLC$9.6M22026-06-30
Capital Investment Advisors, LLC$9.5M592026-06-30
Poinciana Advisors Group, LLC$9.2M32026-06-30
Tillman Hartley LLC$9.2M32026-06-30
Sellwood Investment Partners LLC$9.2M82026-06-30
Newedge Advisors$9.1M6012026-06-30
Archford Capital Strategies, LLC$9.1M162026-06-30
Dynamic Wealth Strategies, LLC$9M42026-06-30
Summitas Investment Management LLC$9M12026-06-30
Steward Partners Investment Advisory, LLC$8.8M4812026-06-30
Marietta Wealth Management, LLC$8.8M82026-06-30
Advisornet Wealth Partners$8.6M582026-06-30
Northern Trust Corp$8.6M02026-06-30
Altiora Financial Group, LLC$8.6M12026-06-30
Cravens & Co Advisors, LLC$8.5M32026-06-30
Marble Trail Advisors$8.5M42026-06-30
Aznar Financial Advisors, LLC$8.4M02025-12-31
Pinnacle Financial Partners, Inc.$8.3M02026-06-30
Private Advisory Group LLC$8M182026-06-30
Advisory Solutions Group$8M422026-06-30

The 250 largest of 1,020 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30