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 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

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

CWS Financial Advisors's VGIT Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.8% in Q2 2026, buying an estimated $61.6K and bringing the position to 28,441 shares worth $1.68M. The position accounts for 0.37% of the portfolio, ranked #41.

CWS Financial Advisors first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.75M in Q4 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

CWS Financial Advisors held 28,441 shares of Vanguard Intermediate-Term Treasury ETF worth $1.68M as of Q2 2026.
CWS Financial Advisors bought 1,042 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $61.6K.
Vanguard Intermediate-Term Treasury ETF made up 0.37% of CWS Financial Advisors's portfolio in Q2 2026, its #41 holding.
CWS Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
CWS Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.75M in Q4 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.