During the third quarter, Albion Financial Group UT acquired an additional 31,331 shares of Vanguard Intermediate-Term Treasury ETF, lifting its total holdings to 588,095 shares. This position now represents 2.1% of the firm’s overall portfolio and ranks VGIT as its tenth largest holding. At the end of the reporting period, Albion’s VGIT stake carried a notional value of $35.3 million, equivalent to roughly 0.10% of the ETF’s total outstanding shares. The transaction underscores Albion’s strategic tilt toward intermediate-term government debt amid ongoing market volatility and yield curve fluctuations.

In the same quarter, Founders Grove Wealth Partners LLC reduced its VGIT allocation by selling 10,672 shares, bringing its position down to 162,246 shares. This adjustment decreased the ETF’s weight in the firm’s portfolio to approximately 2.3%, still making it its tenth largest position. The divestiture translated into a portfolio impact of $9.74 million at quarter-end. The move reflects Founders Grove’s broader rebalancing efforts across fixed-income allocations, as the firm seeks to navigate changing interest rate expectations and duration risk.

Several other asset managers also recalibrated their VGIT stakes during the third quarter. Pure Financial Advisors LLC expanded its position by 49.5%—adding 15,314 shares to reach 46,229 shares valued at $2.78 million. Private Wealth Management Group LLC increased its holdings by 5.1%, acquiring an extra 17,428 shares for a total of 358,265 shares worth $21.51 million. Towneley Capital Management Inc DE added 8,405 shares (a 1.5% increase) to hold 564,292 shares valued at $33.87 million. Schulz Wealth LTD boosted its stake by 24.8%, adding 4,046 shares to reach 20,353 shares valued at $1.22 million. These shifts highlight broad institutional demand for intermediate-term U.S. Treasury exposure as portfolio managers adjust duration profiles in response to fiscal policy developments.