Founders Financial Alliance’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Founders Financial Alliance’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	$23.2K	Buy	394 +217	+123%	+$12.8K	﹤0.01%	625
2026 Q1	$10.6K	Buy	+177	New	+$10.6K	﹤0.01%	632
2025 Q4	–	Sell	-238	Closed	-$14.3K	–	720
2025 Q3	$14.3K	Buy	+238	New	+$14.2K	﹤0.01%	585
2025 Q2	–	Sell	-138	Closed	-$8.2K	–	620
2025 Q1	$8.2K	Buy	138 +77	+126%	+$4.5K	﹤0.01%	537
2024 Q4	$3.54K	Hold	61	–	–	﹤0.01%	530
2024 Q3	$3.69K	Buy	+61	New	+$3.64K	﹤0.01%	539
2023 Q3	–	Sell	-61	Closed	-$3.58K	–	518
2023 Q2	$3.58K	Buy	+61	New	+$3.64K	﹤0.01%	483
2022 Q3	–	Sell	-61	Closed	-$4K	–	550
2022 Q2	$4K	Hold	61	–	–	﹤0.01%	471
2022 Q1	$4K	Hold	61	–	–	﹤0.01%	418
2021 Q4	$4K	Hold	61	–	–	﹤0.01%	460
2021 Q3	$4K	Hold	61	–	–	﹤0.01%	433
2021 Q2	$4K	Sell	61 -21	-26%	-$1.42K	﹤0.01%	454
2021 Q1	$5K	Buy	82 +21	+34%	+$1.44K	﹤0.01%	432
2020 Q4	$4K	Hold	61	–	–	﹤0.01%	395
2020 Q3	$4K	Buy	+61	New	+$4.3K	﹤0.01%	1088

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

Founders Financial Alliance's VGIT Position: Q2 2026 in Review

Founders Financial Alliance increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 123% in Q2 2026, buying an estimated $12.8K and bringing the position to 394 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Founders Financial Alliance first reported a position in VGIT in Q3 2020 and has held it in 15 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Founders Financial Alliance held 394 shares of Vanguard Intermediate-Term Treasury ETF worth $23.2K as of Q2 2026.
Founders Financial Alliance bought 217 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $12.8K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #625 holding.
Founders Financial Alliance first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 15 quarters since.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.