Independent Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Independent Financial Group’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	$1.94M	Sell	32,810 -11,875	-27%	-$702K	0.04%	463
2026 Q1	$2.66M	Buy	44,685 +29,161	+188%	+$1.75M	0.06%	334
2025 Q4	$930K	Buy	15,524 +9,100	+142%	+$547K	0.02%	645
2025 Q3	$386K	Buy	+6,424	New	+$384K	0.01%	967
2023 Q4	–	Sell	-3,617	Closed	-$207K	–	1014
2023 Q3	$207K	Sell	3,617 -1,500	-29%	-$87K	0.01%	819
2023 Q2	$300K	Sell	5,117 -731	-13%	-$43.6K	0.02%	641
2023 Q1	$351K	Sell	5,848 -8,925	-60%	-$529K	0.03%	554
2022 Q4	$864K	Buy	14,773 +10,425	+240%	+$609K	0.07%	276
2022 Q3	$254K	Hold	4,348	–	–	0.02%	587
2022 Q2	$266K	Sell	4,348 -302	-6%	-$18.5K	0.03%	535
2022 Q1	$293K	Buy	+4,650	New	+$301K	0.02%	608
2021 Q3	–	Sell	-3,205	Closed	-$217K	–	759
2021 Q2	$217K	Buy	3,205 +119	+4%	+$8.05K	0.02%	640
2021 Q1	$207K	Buy	+3,086	New	+$211K	0.03%	588

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

Independent Financial Group's VGIT Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 27% in Q2 2026, selling an estimated $702K and leaving 32,810 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #463.

Independent Financial Group first reported a position in VGIT in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.66M in Q1 2026. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Independent Financial Group held 32,810 shares of Vanguard Intermediate-Term Treasury ETF worth $1.94M as of Q2 2026.
Independent Financial Group sold 11,875 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $702K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #463 holding.
Independent Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 13 quarters since.
Independent Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $2.66M in Q1 2026.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.