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 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

SCM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Joel Adams & Associates's VGIT Position: Q1 2026 in Review

Joel Adams & Associates increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.13% in Q1 2026, buying an estimated $539 and bringing the position to 7,003 shares worth $417K. The position accounts for 0.31% of the portfolio, ranked #46.

Joel Adams & Associates first reported a position in VGIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $419K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Joel Adams & Associates held 7,003 shares of Vanguard Intermediate-Term Treasury ETF worth $417K as of Q1 2026.
Joel Adams & Associates bought 9 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $539.
Vanguard Intermediate-Term Treasury ETF made up 0.31% of Joel Adams & Associates's portfolio in Q1 2026, its #46 holding.
Joel Adams & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Joel Adams & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $419K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.