First Affirmative Financial Network’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

First Affirmative Financial Network’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	$6.51M	Buy	+109,307	New	+$6.55M	2.53%	5
2025 Q3	$6.68M	Sell	111,216 -55,250	-33%	-$3.3M	3.14%	6
2025 Q2	$9.96M	Buy	166,466 +3,266	+2%	+$193K	5.12%	1
2025 Q1	$9.69M	Buy	163,200 +3,237	+2%	+$189K	5.94%	1
2024 Q4	$9.28M	Buy	159,963 +2,886	+2%	+$170K	5.35%	1
2024 Q3	$9.49M	Buy	157,077 +1,254	+0.8%	+$74.8K	5.2%	1
2024 Q2	$9.07M	Sell	155,823 -251	-0.2%	-$14.5K	6.3%	1
2024 Q1	$9.14M	Buy	156,074 +1,577	+1%	+$92.5K	6.74%	1
2023 Q4	$9.16M	Sell	154,497 -9,962	-6%	-$574K	7.32%	1
2023 Q3	$9.4M	Buy	164,459 +6,128	+4%	+$355K	9.2%	1
2023 Q2	$9.29M	Sell	158,331 -7,573	-5%	-$452K	9.28%	1
2023 Q1	$9.95M	Sell	165,904 -5,168	-3%	-$306K	11.51%	1
2022 Q4	$10M	Sell	171,072 -7,473	-4%	-$437K	12.11%	1
2022 Q3	$10.4M	Sell	178,545 -14,386	-7%	-$872K	13.25%	1
2022 Q2	$11.8M	Sell	192,931 -5,363	-3%	-$328K	13.41%	1
2022 Q1	$12.5M	Buy	198,294 +5,294	+3%	+$342K	11.96%	1
2021 Q4	$12.8M	Buy	193,000 +20,977	+12%	+$1.41M	11.72%	1
2021 Q3	$11.6M	Buy	+172,023	New	+$11.7M	11.96%	1

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

First Affirmative Financial Network's VGIT Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 109,307 shares worth $6.51M. The stake represents 2.53% of the portfolio and ranks #5 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VGIT as recently as Q3 2025.

First Affirmative Financial Network first reported a position in VGIT in Q3 2021 and has held it in 18 quarters since. The position peaked at $12.8M in Q4 2021. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

First Affirmative Financial Network held 109,307 shares of Vanguard Intermediate-Term Treasury ETF worth $6.51M as of Q1 2026.
Vanguard Intermediate-Term Treasury ETF was a new First Affirmative Financial Network position in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 2.53% of First Affirmative Financial Network's portfolio in Q1 2026, its #5 holding.
First Affirmative Financial Network first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's Vanguard Intermediate-Term Treasury ETF position peaked at $12.8M in Q4 2021.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.