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 Q3	$1.85M	Buy	32,567 +4,126	+15%	+$240K	0.41%	36
2026 Q2	$1.68M	Buy	28,441 +1,042	+4%	+$61.6K	0.37%	41
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CWS Financial Advisors's VGIT Position: Q3 2026 in Review

CWS Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 15% in Q3 2026, buying an estimated $240K and bringing the position to 32,567 shares worth $1.85M. The position accounts for 0.41% of the portfolio, ranked #36.

CWS Financial Advisors first reported a position in VGIT in Q1 2025 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

CWS Financial Advisors held 32,567 shares of Vanguard Intermediate-Term Treasury ETF worth $1.85M as of Q3 2026.
CWS Financial Advisors bought 4,126 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $240K.
Vanguard Intermediate-Term Treasury ETF made up 0.41% of CWS Financial Advisors's portfolio in Q3 2026, its #36 holding.
CWS Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
686 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.