Foster Victor Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Foster Victor Wealth 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	$4.54M	Buy	77,481 +10,110	+15%	+$597K	0.24%	104
2026 Q1	$4.02M	Buy	67,371 +3,053	+5%	+$183K	0.23%	103
2025 Q4	$3.85M	Sell	64,318 -648	-1%	-$39K	0.22%	107
2025 Q3	$3.9M	Buy	64,966 +1,366	+2%	+$81.6K	0.24%	102
2025 Q2	$3.77M	Buy	63,600 +68	+0.1%	+$4.03K	0.26%	100
2025 Q1	$3.73M	Buy	63,532 +250	+0.4%	+$14.6K	0.3%	93
2024 Q4	$3.67M	Buy	63,282 +2,467	+4%	+$145K	0.28%	96
2024 Q3	$3.61M	Sell	60,815 -390	-0.6%	-$23.3K	0.29%	96
2024 Q2	$3.6M	Buy	61,205 +1,274	+2%	+$73.7K	0.3%	94
2024 Q1	$3.44M	Buy	59,931 +1,486	+3%	+$87.2K	0.31%	82
2023 Q4	$3.45M	Sell	58,445 -318	-0.5%	-$18.3K	0.35%	81
2023 Q3	$3.33M	Buy	58,763 +863	+1%	+$50K	0.39%	76
2023 Q2	$3.37M	Buy	57,900 +1,169	+2%	+$69.7K	0.37%	81
2023 Q1	$3.42M	Buy	56,731 +292	+0.5%	+$17.3K	0.42%	78
2022 Q4	$3.36M	Sell	56,439 -60,969	-52%	-$3.56M	0.43%	76
2022 Q3	$6.83M	Sell	117,408 -5,572	-5%	-$338K	1%	50
2022 Q2	$7.54M	Sell	122,980 -10,899	-8%	-$667K	1.12%	38
2022 Q1	$8.29M	Buy	133,879 +17,459	+15%	+$1.13M	1.14%	32
2021 Q4	$7.65M	Sell	116,420 -16,556	-12%	-$1.11M	1.04%	35
2021 Q3	$8.98M	Buy	132,976 +3,008	+2%	+$205K	1.44%	21
2021 Q2	$8.81M	Sell	129,968 -66	-0.1%	-$4.47K	1.47%	21
2021 Q1	$8.78M	Buy	130,034 +8,749	+7%	+$598K	1.63%	18
2020 Q4	$8.42M	Buy	121,285 +183	+0.2%	+$12.8K	1.92%	14
2020 Q3	$8.54M	Sell	121,102 -19,706	-14%	-$1.39M	2.31%	7
2020 Q2	$9.94M	Buy	140,808 +104,765	+291%	+$7.38M	3.3%	3
2020 Q1	$2.55M	Buy	+36,043	New	+$2.44M	1.12%	38

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

Foster Victor Wealth Advisors's VGIT Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 15% in Q2 2026, buying an estimated $597K and bringing the position to 77,481 shares worth $4.54M. The position accounts for 0.24% of the portfolio, ranked #104.

Foster Victor Wealth Advisors first reported a position in VGIT in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.94M in Q2 2020. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Foster Victor Wealth Advisors held 77,481 shares of Vanguard Intermediate-Term Treasury ETF worth $4.54M as of Q2 2026.
Foster Victor Wealth Advisors bought 10,110 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $597K.
Vanguard Intermediate-Term Treasury ETF made up 0.24% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Foster Victor Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
Foster Victor Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $9.94M in Q2 2020.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.