CWS Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

CWS Financial Advisors’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 Q1	$1.63M	Sell	27,399 -1,866	-6%	-$112K	0.42%	40
2025 Q4	$1.75M	Buy	29,265 +3,297	+13%	+$198K	0.48%	32
2025 Q3	$1.56M	Buy	25,968 +9,928	+62%	+$593K	0.43%	35
2025 Q2	$959K	Buy	16,040 +6,319	+65%	+$374K	0.28%	46
2025 Q1	$577K	Buy	+9,721	New	+$569K	0.18%	63

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

CWS Financial Advisors's VGIT Position: Q1 2026 in Review

CWS Financial Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.4% in Q1 2026, selling an estimated $112K and leaving 27,399 shares worth $1.63M. The position accounts for 0.42% of the portfolio, ranked #40.

CWS Financial Advisors first reported a position in VGIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

CWS Financial Advisors held 27,399 shares of Vanguard Intermediate-Term Treasury ETF worth $1.63M as of Q1 2026.
CWS Financial Advisors sold 1,866 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $112K.
Vanguard Intermediate-Term Treasury ETF made up 0.42% of CWS Financial Advisors's portfolio in Q1 2026, its #40 holding.
CWS Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
CWS Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.75M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.