Financial Advisory Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Financial Advisory Partners’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	$14.3M	Buy	242,809 +16,270	+7%	+$961K	3.74%	5
2026 Q1	$13.5M	Buy	226,539 +2,962	+1%	+$177K	3.81%	4
2025 Q4	$13.4M	Buy	223,577 +20,814	+10%	+$1.25M	3.78%	5
2025 Q3	$12.2M	Buy	202,763 +5,692	+3%	+$340K	3.56%	5
2025 Q2	$11.8M	Buy	197,071 +78,248	+66%	+$4.63M	3.71%	4
2025 Q1	$7.06M	Buy	118,823 +51,638	+77%	+$3.02M	2.36%	7
2024 Q4	$3.9M	Buy	67,185 +2,208	+3%	+$130K	1.29%	26
2024 Q3	$3.93M	Buy	64,977 +13,219	+26%	+$789K	1.3%	26
2024 Q2	$3.01M	Buy	51,758 +10,808	+26%	+$625K	1.13%	42
2024 Q1	$2.4M	Buy	40,950 +1,378	+3%	+$80.8K	0.93%	44
2023 Q4	$2.35M	Buy	39,572 +2,736	+7%	+$158K	0.85%	48
2023 Q3	$2.11M	Buy	36,836 +2,347	+7%	+$136K	0.85%	49
2023 Q2	$2.02M	Buy	34,489 +2,318	+7%	+$138K	0.78%	50
2023 Q1	$1.93M	Buy	32,171 +740	+2%	+$43.8K	0.76%	49
2022 Q4	$1.84M	Buy	31,431 +400	+1%	+$23.4K	0.76%	49
2022 Q3	$1.81M	Buy	31,031 +630	+2%	+$38.2K	0.79%	49
2022 Q2	$1.86M	Buy	30,401 +1,717	+6%	+$105K	0.77%	48
2022 Q1	$1.8M	Sell	28,684 -866	-3%	-$56K	0.67%	52
2021 Q4	$1.96M	Buy	+29,550	New	+$1.98M	0.72%	51

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

Financial Advisory Partners's VGIT Position: Q2 2026 in Review

Financial Advisory Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.2% in Q2 2026, buying an estimated $961K and bringing the position to 242,809 shares worth $14.3M. The position accounts for 3.74% of the portfolio, ranked #5.

Financial Advisory Partners first reported a position in VGIT in Q4 2021 and has held it in 19 quarters since. 969 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Financial Advisory Partners held 242,809 shares of Vanguard Intermediate-Term Treasury ETF worth $14.3M as of Q2 2026.
Financial Advisory Partners bought 16,270 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $961K.
Vanguard Intermediate-Term Treasury ETF made up 3.74% of Financial Advisory Partners's portfolio in Q2 2026, its #5 holding.
Financial Advisory Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
969 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.