Form 13-F position report

VANGUARD INTERMEDIATE-TERM TRE

Reported by ALBION FINANCIAL GROUP UT

ETF profile Manager portfolio Source filing
VGIT CUSIP 92206C706 Manager CIK 0001054677
Latest reported change

Reported 750 shares, unchanged from the prior quarter.

Reported value -2.6%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value < 0.01% This manager · Q3 2023
Shares 750 Quarter-end amount reported
Reported value $42,863 Fair value at quarter end
Consecutive quarters held 10 Through Q3 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 698,328 +28,248 (4.2%) 2.24% $39,567,290 2026-10-21
Q2 2026 Added 670,080 +34,044 (5.4%) 2.29% $39,521,329 2026-07-22
Q1 2026 Added 636,036 +22,011 (3.6%) 2.44% $37,875,931 2026-04-27
Q4 2025 Added 614,025 +25,930 (4.4%) 2.29% $36,798,518 2026-01-21
Q3 2025 Added 588,095 +31,331 (5.6%) 2.13% $35,303,335 2025-10-20
Q2 2025 Added 556,764 +2,598 (0.5%) 2.18% $33,300,049 2025-07-17
Q1 2025 Added 554,166 +25,675 (4.9%) 2.33% $32,917,444 2025-04-25
Q4 2024 Added 528,491 +57,432 (12.2%) 2.1% $30,652,503 2025-01-17
Q3 2024 Added 471,059 +466,109 (9416.3%) 1.97% $28,461,381 2024-10-09
Q2 2024 Added 4,950 +4,200 (560.0%) 0.02% $288,239 2024-07-10
Q1 2024 Unchanged 750 0 (0.0%) < 0.01% $43,913 2024-04-19
Q4 2023 Unchanged 750 0 (0.0%) < 0.01% $44,490 2024-01-26
Q3 2023 Unchanged 750 0 (0.0%) < 0.01% $42,863 2023-11-01
Q2 2023 Unchanged 750 0 (0.0%) < 0.01% $43,995 2023-07-25
Q1 2023 Unchanged 750 0 (0.0%) < 0.01% $44,970 2023-04-18
Q4 2022 Unchanged 750 0 (0.0%) < 0.01% $43,860 2023-02-03
Q3 2022 Reduced 750 -26 (-3.4%) < 0.01% $44,000 2022-10-27
Q2 2022 Unchanged 776 0 (0.0%) < 0.01% $47,000 2022-07-29
Q1 2022 Reduced 776 -26 (-3.2%) < 0.01% $49,000 2022-05-09
Q4 2021 Added 802 +52 (6.9%) < 0.01% $53,000 2022-02-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

637 managers reported VANGUARD INTERMEDIATE-TERM TRE for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 30,474,035 +28,344,439 0.19% $1,741,591,109 42 qtrs
JPMorgan Chase & Co Added 20,426,546 +5,131,234 0.13% $1,167,377,111 31 qtrs
Empower Advisory Group LLC Added 16,554,929 +4,150,652 4.18% $946,114,211 3 qtrs
MORGAN STANLEY Added 14,769,022 +7,937,334 0.09% $844,049,669 42 qtrs
SCS Capital Management LLC New 8,514,984 +8,514,984 12.96% $486,631,336 1 qtr
Creative Planning Added 7,572,733 +685,190 0.58% $432,781,719 36 qtrs
Adviser Investments LLC Added 7,281,396 +250,374 9.07% $416,131,806 5 qtrs
STATE STREET CORPORATION Unchanged 6,800,000 0 0.02% $388,620,000 18 qtrs
FMR LLC Added 6,039,631 +6,021,089 0.03% $345,164,938 21 qtrs
BUCKINGHAM STRATEGIC WEALTH LLC Added 4,697,942 +378,781 3.8% $268,487,407 13 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2023
Filed
November 01, 2023
Filing type
13F-HR
Position type
INTER TERM TREAS

Voting authority reported

Sole
0
Shared
0
None
750

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.