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CFS Investment Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

CFS Investment Advisory Services’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 		$15.1M Buy
257,190
+66,123
+35% +$3.91M 1.01% 22
2026
Q1 		$11.4M Buy
191,067
+101,774
+114% +$6.1M 0.79% 30
2025
Q4 		$5.35M Buy
89,293
+17,202
+24% +$1.03M 0.39% 63
2025
Q3 		$4.36M Buy
72,091
+14,421
+25% +$861K 0.32% 66
2025
Q2 		$3.45M Buy
57,670
+6,350
+12% +$376K 0.28% 75
2025
Q1 		$3.05M Buy
51,320
+563
+1% +$32.9K 0.27% 79
2024
Q4 		$2.94M Buy
50,757
+1,963
+4% +$115K 0.26% 79
2024
Q3 		$2.95M Buy
48,794
+41
+0.1% +$2.45K 0.25% 76
2024
Q2 		$2.84M Buy
48,753
+550
+1% +$31.8K 0.23% 76
2024
Q1 		$2.82M Sell
48,203
-819
-2% -$48.1K 0.47% 35
2023
Q4 		$2.91M Buy
49,022
+40,645
+485% +$2.34M 0.52% 34
2023
Q3 		$479K Buy
8,377
+2,737
+49% +$159K 0.08% 118
2023
Q2 		$331K Sell
5,640
-147
-3% -$8.77K 0.04% 201
2023
Q1 		$347K Buy
5,787
+2,191
+61% +$130K 0.06% 115
2022
Q4 		$210K Sell
3,596
-350,841
-99% -$20.5M 0.05% 119
2022
Q3 		$354K Buy
+354,437
New +$21.5M 0.08% 102

Other funds holding VGIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CFS Investment Advisory Services's VGIT Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 35% in Q2 2026, buying an estimated $3.91M and bringing the position to 257,190 shares worth $15.1M. The position accounts for 1.01% of the portfolio, ranked #22.

CFS Investment Advisory Services first reported a position in VGIT in Q3 2022 and has held it in 16 quarters since. 249 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • CFS Investment Advisory Services held 257,190 shares of Vanguard Intermediate-Term Treasury ETF worth $15.1M as of Q2 2026.
  • CFS Investment Advisory Services bought 66,123 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.91M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.01% of CFS Investment Advisory Services's portfolio in Q2 2026, its #22 holding.
  • CFS Investment Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • 249 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.