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Fortress Financial Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Fortress Financial Solutions’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 		$388K Buy
6,522
+345
+6% +$20.7K 0.41% 45
2025
Q4 		$370K Sell
6,177
-187
-3% -$11.2K 0.38% 43
2025
Q3 		$382K Sell
6,364
-731
-10% -$43.6K 0.42% 41
2025
Q2 		$424K Buy
7,095
+3,430
+94% +$203K 0.53% 35
2025
Q1 		$218K Buy
+3,665
New +$214K 0.31% 53

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Fortress Financial Solutions's VGIT Position: Q1 2026 in Review

Fortress Financial Solutions increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.6% in Q1 2026, buying an estimated $20.7K and bringing the position to 6,522 shares worth $388K. The position accounts for 0.41% of the portfolio, ranked #45.

Fortress Financial Solutions first reported a position in VGIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $424K in Q2 2025. 960 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Fortress Financial Solutions held 6,522 shares of Vanguard Intermediate-Term Treasury ETF worth $388K as of Q1 2026.
  • Fortress Financial Solutions bought 345 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $20.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.41% of Fortress Financial Solutions's portfolio in Q1 2026, its #45 holding.
  • Fortress Financial Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Fortress Financial Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $424K in Q2 2025.
  • 960 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.