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Morningstar Investment Management LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on VGIT, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 68,544 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,544 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $4,081,795.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,544 shares
    Change vs previous 13F +522 shares

    0.25% of the 13F portfolio, value $4,081,795.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,022 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $4,077,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,022 shares
    Change vs previous 13F -4,175 shares

    0.15% of the 13F portfolio, value $4,083,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,197 shares
    Change vs previous 13F -310,971 shares

    0.38% of the 13F portfolio, value $4,318,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 383,168 shares
    Change vs previous 13F -190,404 shares

    1.32% of the 13F portfolio, value $22,760,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 261,544 shares
    • Morningstar Investment Management LLC: 121,624 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 573,572 shares
    Change vs previous 13F -1,746,080 shares

    1.4% of the 13F portfolio, value $33,267,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 365,634 shares
    • Morningstar Investment Management LLC: 207,938 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,319,652 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $140,308,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 2,132,068 shares
    • Morningstar Investment Management LLC: 187,584 shares

    Acceptance time not in the bulk data set (spec §4.2).