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

JFS 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	$304K	Hold	5,148	–	–	0.02%	292
2026 Q1	$307K	Hold	5,148	–	–	0.02%	275
2025 Q4	$309K	Hold	5,148	–	–	0.02%	269
2025 Q3	$309K	Sell	5,148 -3,263	-39%	-$195K	0.02%	276
2025 Q2	$503K	Sell	8,411 -2,162	-20%	-$128K	0.03%	207
2025 Q1	$628K	Buy	10,573 +5,379	+104%	+$315K	0.04%	178
2024 Q4	$301K	Sell	5,194 -453	-8%	-$26.6K	0.02%	251
2024 Q3	$341K	Buy	5,647 +4,900	+656%	+$292K	0.02%	238
2024 Q2	$43.5K	Buy	+747	New	+$43.2K	﹤0.01%	444
2024 Q1	–	Sell	-9	Closed	-$534	–	2037
2023 Q4	$534	Buy	+9	New	+$519	﹤0.01%	1793
2018 Q4	–	Sell	-286	Closed	-$18K	–	533
2018 Q3	$18K	Buy	+286	New	+$17.9K	﹤0.01%	336
2017 Q2	–	Sell	-14,924	Closed	-$954K	–	449
2017 Q1	$954K	Hold	14,924	–	–	0.26%	68
2016 Q4	$954K	Buy	+14,924	New	+$971K	0.26%	68

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

JFS Wealth Advisors's VGIT Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 5,148 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #292.

JFS Wealth Advisors first reported a position in VGIT in Q4 2016 and has held it in 13 quarters since. The position peaked at $954K in Q1 2017. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

JFS Wealth Advisors held 5,148 shares of Vanguard Intermediate-Term Treasury ETF worth $304K as of Q2 2026.
JFS Wealth Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #292 holding.
JFS Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2016 and has held it in 13 quarters since.
JFS Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $954K in Q1 2017.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.