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

J.W. Coons 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
2025 Q2	$310K	Hold	5,175	–	–	0.07%	203
2025 Q1	$307K	Hold	5,175	–	–	0.08%	187
2024 Q4	$300K	Hold	5,175	–	–	0.08%	195
2024 Q3	$313K	Hold	5,175	–	–	0.08%	193
2024 Q2	$301K	Hold	5,175	–	–	0.07%	191
2024 Q1	$303K	Hold	5,175	–	–	0.07%	193
2023 Q4	$307K	Buy	+5,175	New	+$298K	0.08%	189

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

J.W. Coons Advisors's VGIT Position: Q2 2025 in Review

J.W. Coons Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2025 at 5,175 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #203.

J.W. Coons Advisors first reported a position in VGIT in Q4 2023 and has held it in 7 quarters since. The position peaked at $313K in Q3 2024. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

J.W. Coons Advisors held 5,175 shares of Vanguard Intermediate-Term Treasury ETF worth $310K as of Q2 2025.
J.W. Coons Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2025.
Vanguard Intermediate-Term Treasury ETF made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #203 holding.
J.W. Coons Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
J.W. Coons Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $313K in Q3 2024.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.