Form 13-F position report

VANGUARD INTERMEDIATE-TERM TRE

Reported by ALBION FINANCIAL GROUP UT

VGIT CUSIP 92206C706 Manager CIK 0001054677

Reported 636,036 shares, up 22,011 (3.6%) from the prior quarter.

Reported value 2.9%; share count 3.6% vs. the prior quarter.

Added
% of reported 13F value 2.44% This manager · Q1 2026
Shares 636,036 Quarter-end amount reported
Reported value $37,875,931 Fair value at quarter end
Consecutive quarters held 20 Through Q1 2026

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.

Reported position value by quarter
Date Holding Value
2021-12-31 53000
2022-03-31 49000
2022-06-30 47000
2022-09-30 44000
2022-12-31 43860
2023-03-31 44970
2023-06-30 43995
2023-09-30 42863
2023-12-31 44490
2024-03-31 43913
2024-06-30 288239
2024-09-30 28461381
2024-12-31 30652503
2025-03-31 32917444
2025-06-30 33300049
2025-09-30 35303335
2025-12-31 36798518
2026-03-31 37875931
2026-06-30 39521329
2026-09-30 39567290

Quarterly position history

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

20 quarters
Quarterly reported position history for VANGUARD INTERMEDIATE-TERM TRE held by ALBION FINANCIAL GROUP UT.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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

Who else reported the position

1045 managers reported VANGUARD INTERMEDIATE-TERM TRE for Q1 2026.

Managers reporting VANGUARD INTERMEDIATE-TERM TRE in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
JPMorgan Chase & Co Added 85,775,873 +8,481,735 0.33% $5,097,660,216 41 qtrs
Bank of America Corporation Added 83,053,264 +31,643,968 0.36% $4,945,821,868 52 qtrs
Empower Advisory Group LLC Added 23,598,179 +1,706,338 3.65% $1,405,271,541 13 qtrs
Employees Retirement System of Texas Added 23,386,000 +1,175,000 12.18% $1,392,636,000 9 qtrs
MORGAN STANLEY Added 23,173,187 +564,184 0.08% $1,379,963,391 52 qtrs
SCS Capital Management LLC Added 19,248,384 +2,523,739 12.14% $1,146,241,250 11 qtrs
Creative Planning Added 19,200,025 +1,343,679 0.78% $1,143,361,504 46 qtrs
Focus Partners Wealth Added 13,838,011 +1,271,503 0.92% $824,053,560 10 qtrs
UBS Group AG Added 10,185,848 +6,942,529 0.09% $606,567,248 46 qtrs
NEPC LLC Unchanged 8,137,837 0 9.65% $484,608,193 14 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
April 27, 2026
Filing type
13F-HR
Position type
INTER TERM TREAS

Voting authority reported

Sole
0
Shared
0
None
636,036

“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.