Vanguard Scottsdale Funds - Vanguard 중기 재무부 ETF

SecurityVGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
InstitutionMiddleton & Co Inc/ma
Latest Disclosed Ownership171,520 shares
Latest Disclosed Value $ 10,214,016
Middleton & Co Inc/ma reports 17.79% increase in ownership of VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF

On May 8, 2026 - Middleton & Co Inc/ma filed a 13F-HR form disclosing ownership of 171,520 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (US:VGIT) valued at $10,214,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 145,620 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF. This represents a change in shares of 17.79% during the quarter. The current value of the position is $10,044,211 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F Vanguard Intermediate-Term Gov ETF 92206C706 171,520 25,900 17.79 10,214 17.04 1.1648
2026-01-29 2025-12-31 13F Vanguard Intermediate-Term Gov ETF 92206C706 145,620 21,700 17.51 8,727 17.33 0.9266
2025-10-29 2025-09-30 13F Vanguard Intermediate-Term Gov ETF 92206C706 123,920 2,725 2.25 7,439 2.62 0.8040
2025-08-06 2025-06-30 13F Vanguard Intermediate-Term Gov ETF 92206C706 121,195 15,650 14.83 7,249 15.62 0.8142
2025-05-09 2025-03-31 13F Vanguard Intermediate-Term Gov ETF 92206C706 105,545 29,265 38.37 6,269 41.70 0.7324
2025-02-05 2024-12-31 13F Vanguard Intermediate-Term Gov ETF 92206C706 76,280 25,750 50.96 4,424 44.91 0.4888
2024-10-23 2024-09-30 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 50,530 20,130 66.22 3,053 72.49 0.3374
2024-08-12 2024-06-30 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 30,400 1,830 6.41 1,770 5.86 0.2057
2024-05-14 2024-03-31 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 28,570 13,820 93.69 1,673 91.30 0.1929
2024-02-13 2023-12-31 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 14,750 14,750 875 0.1091
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.