Forza Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Forza Wealth Management’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	$1.11M	Hold	18,765	–	–	0.34%	66
2026 Q1	$1.12M	Sell	18,765 -649	-3%	-$38.9K	0.39%	61
2025 Q4	$1.16M	Hold	19,414	–	–	0.42%	55
2025 Q3	$1.17M	Sell	19,414 -7,617	-28%	-$455K	0.45%	50
2025 Q2	$1.62M	Buy	27,031 +9,531	+54%	+$564K	0.66%	43
2025 Q1	$1.04M	Hold	17,500	–	–	0.47%	53
2024 Q4	$1.01M	Sell	17,500 -433	-2%	-$25.4K	0.46%	57
2024 Q3	$1.08M	Hold	17,933	–	–	0.5%	55
2024 Q2	$1.04M	Hold	17,933	–	–	0.54%	52
2024 Q1	$1.05M	Hold	17,933	–	–	0.55%	55
2023 Q4	$1.06M	Sell	17,933 -46,691	-72%	-$2.69M	0.59%	52
2023 Q3	$3.69M	Hold	64,624	–	–	1.91%	7
2023 Q2	$3.79M	Hold	64,624	–	–	1.91%	7
2023 Q1	$3.87M	Hold	64,624	–	–	2%	7
2022 Q4	$3.78M	Buy	+64,624	New	+$3.78M	2.51%	6

Other funds holding VGIT

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Forza Wealth Management's VGIT Position: Q2 2026 in Review

Forza Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 18,765 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #66.

Forza Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.87M in Q1 2023. 211 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Forza Wealth Management held 18,765 shares of Vanguard Intermediate-Term Treasury ETF worth $1.11M as of Q2 2026.
Forza Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.34% of Forza Wealth Management's portfolio in Q2 2026, its #66 holding.
Forza Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $3.87M in Q1 2023.
211 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.