Summary:
- Blue Trust, Inc. purchased over 500,000 shares of Vanguard Scottsdale Funds – Vanguard Intermediate-Term Treasury ETF.
- The total value of the new shares was approximately $32.35 million.
- The purchase highlights investors’ interest in stability amid evolving bond market conditions.
In a recent SEC filing, Blue Trust, Inc. revealed its acquisition of 541,766 shares of Vanguard Scottsdale Funds – Vanguard Intermediate-Term Treasury ETF, amounting to a substantial $32.35 million trade based on Q3 2025 prices. This move signifies a strategic investment decision in the realm of Treasury bond ETFs.
The company’s stake increase in VGIT was reported in an SEC filing dated October 16, 2025, showcasing their commitment to this asset. The total position now consists of 6,882,291 shares valued at $413.14 million, accounting for 3.26% of Blue Trust, Inc.’s 13F reportable AUM. This substantial holding positions VGIT as the third-largest asset in the fund’s portfolio.
Moreover, the article delves into the top five holdings of Blue Trust, Inc., shedding light on the significant financial assets under management (AUM) and the market performance of VGIT shares. As of October 15, 2025, the market price per share stood at $60.30, experiencing a 1.3% increase year-over-year, albeit trailing the S&P 500 performance by 8.24 percentage points.
Furthermore, a comprehensive overview of Vanguard Intermediate-Term Treasury ETF (VGIT) is provided, emphasizing its role in offering exposure to U.S. Treasury securities with intermediate maturities. The fund’s strategy focuses on diversification within the intermediate-term Treasury segment, catering to investors seeking a low-cost vehicle for government bond allocation.
In conclusion, Blue Trust’s recent acquisition of VGIT underscores the growing preference for stable investments amidst evolving market dynamics. As Treasury yields undergo fluctuations and interest rates potentially stabilize, the appeal of Treasury ETFs like VGIT remains robust for investors seeking balance between income generation and price stability. This strategic move by Blue Trust reaffirms the enduring significance of Treasury ETFs in diversified portfolios, especially during market cycles characterized by inflation adjustments and interest rate fluctuations.
