Joel Adams & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Joel Adams & Associates’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	$414K	Buy	7,020 +17	+0.2%	+$1K	0.27%	50
2026 Q1	$417K	Buy	7,003 +9	+0.1%	+$539	0.31%	46
2025 Q4	$419K	Buy	6,994 +192	+3%	+$11.5K	0.32%	44
2025 Q3	$408K	Buy	6,802 +1,904	+39%	+$114K	0.33%	43
2025 Q2	$293K	Hold	4,898	–	–	0.26%	48
2025 Q1	$291K	Buy	+4,898	New	+$287K	0.26%	47

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

Joel Adams & Associates's VGIT Position: Q2 2026 in Review

Joel Adams & Associates increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.24% in Q2 2026, buying an estimated $1K and bringing the position to 7,020 shares worth $414K. The position accounts for 0.27% of the portfolio, ranked #50.

Joel Adams & Associates first reported a position in VGIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $419K in Q4 2025. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Joel Adams & Associates held 7,020 shares of Vanguard Intermediate-Term Treasury ETF worth $414K as of Q2 2026.
Joel Adams & Associates bought 17 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1K.
Vanguard Intermediate-Term Treasury ETF made up 0.27% of Joel Adams & Associates's portfolio in Q2 2026, its #50 holding.
Joel Adams & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Joel Adams & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $419K in Q4 2025.
982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.