ALBION FINANCIAL GROUP /UT VGIT holdings history
VANGUARD INTERMEDIATE-TERM T · CUSIP 92206C706 · CIK 1054677
As of 2026-06-30, ALBION FINANCIAL GROUP /UT reported 670.08K VGIT (shares), valued at $39.52M, or 2.29% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 5.35%; reported value increased 4.34%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.29% | 670,080 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.44% | 636,036 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 2.29% | 614,025 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.13% | 588,095 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 2.18% | 556,764 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 2.33% | 554,166 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 2.10% | 528,491 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 1.97% | 471,059 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 0.02% | 4,950 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 0.00% | 750 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 0.00% | 750 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 0.00% | 750 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.00% | 750 | $42.86K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 0.00% | 750 | $44.49K | Shares unchanged; reported value increased 3.80%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 0.00% | 750 | $43.91K | Shares unchanged; reported value decreased 1.30%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 0.02% | 4,950 | $288.24K | Shares increased 560.00%; reported value increased 556.39%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 1.97% | 471,059 | $28.46M | Shares increased 9416.34%; reported value increased 9774.23%, and weight changed +1.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 2.10% | 528,491 | $30.65M | Shares increased 12.19%; reported value increased 7.70%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 2.33% | 554,166 | $32.92M | Shares increased 4.86%; reported value increased 7.39%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 2.18% | 556,764 | $33.30M | Shares increased 0.47%; reported value increased 1.16%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 2.13% | 588,095 | $35.30M | Shares increased 5.63%; reported value increased 6.02%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 2.29% | 614,025 | $36.80M | Shares increased 4.41%; reported value increased 4.24%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.44% | 636,036 | $37.88M | Shares increased 3.58%; reported value increased 2.93%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 2.29% | 670,080 | $39.52M | Shares increased 5.35%; reported value increased 4.34%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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