J.W. Cole Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

J.W. Cole 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	$1.27M	Buy	21,555 +1,488	+7%	+$87.9K	0.02%	674
2026 Q1	$1.19M	Sell	20,067 -231	-1%	-$13.8K	0.04%	341
2025 Q4	$1.15M	Sell	20,298 -1,956	-9%	-$118K	0.03%	590
2025 Q3	$1.34M	Sell	22,254 -831	-4%	-$49.6K	0.03%	615
2025 Q2	$1.38M	Buy	23,085 +751	+3%	+$44.5K	0.03%	553
2025 Q1	$1.33M	Buy	22,334 +16,826	+305%	+$984K	0.04%	442
2024 Q4	$319K	Sell	5,508 -80	-1%	-$4.7K	0.01%	760
2024 Q3	$338K	Buy	5,588 +1,146	+26%	+$68.4K	0.01%	738
2024 Q2	$259K	Buy	+4,442	New	+$257K	0.01%	759
2022 Q2	–	Sell	-7,258	Closed	-$457K	–	823
2022 Q1	$457K	Sell	7,258 -31,940	-81%	-$2.07M	0.03%	481
2021 Q4	$2.6M	Buy	+39,198	New	+$2.63M	0.17%	143
2021 Q3	–	Sell	-4,853	Closed	-$329K	–	766
2021 Q2	$329K	Sell	4,853 -7,191	-60%	-$487K	0.03%	553
2021 Q1	$810K	Buy	12,044 +7,256	+152%	+$496K	0.08%	279
2020 Q4	$332K	Sell	4,788 -6,811	-59%	-$476K	0.03%	451
2020 Q3	$817K	Buy	+11,599	New	+$818K	0.06%	295
2020 Q1	–	Sell	-14,466	Closed	-$953K	–	486
2019 Q4	$953K	Buy	+14,466	New	+$959K	0.12%	193

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

J.W. Cole Advisors's VGIT Position: Q2 2026 in Review

J.W. Cole Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.4% in Q2 2026, buying an estimated $87.9K and bringing the position to 21,555 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #674.

J.W. Cole Advisors first reported a position in VGIT in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.6M in Q4 2021. 416 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

J.W. Cole Advisors held 21,555 shares of Vanguard Intermediate-Term Treasury ETF worth $1.27M as of Q2 2026.
J.W. Cole Advisors bought 1,488 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $87.9K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #674 holding.
J.W. Cole Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 16 quarters since.
J.W. Cole Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $2.6M in Q4 2021.
416 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.