Adams Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Adams Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.15M	Sell	70,398 -70,849	-50%	-$4.19M	0.8%	38
2026 Q1	$8.41M	Buy	141,247 +857	+0.6%	+$51.3K	1.85%	11
2025 Q4	$8.41M	Buy	140,390 +4,052	+3%	+$244K	1.8%	13
2025 Q3	$8.18M	Sell	136,338 -8,286	-6%	-$495K	1.75%	12
2025 Q2	$8.65M	Sell	144,624 -44,953	-24%	-$2.66M	1.65%	14
2025 Q1	$11.3M	Buy	+189,577	New	+$11.1M	2.21%	9

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adams Wealth Management's VGIT Position: Q2 2026 in Review

Adams Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 50% in Q2 2026, selling an estimated $4.19M and leaving 70,398 shares worth $4.15M. The position accounts for 0.8% of the portfolio, ranked #38.

Adams Wealth Management first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.3M in Q1 2025. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Adams Wealth Management held 70,398 shares of Vanguard Intermediate-Term Treasury ETF worth $4.15M as of Q2 2026.
Adams Wealth Management sold 70,849 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.19M.
Vanguard Intermediate-Term Treasury ETF made up 0.8% of Adams Wealth Management's portfolio in Q2 2026, its #38 holding.
Adams Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Adams Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $11.3M in Q1 2025.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.