Kaufman Rossin Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kaufman Rossin Wealth’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	$6.79M	Buy	115,788 +18,909	+20%	+$1.12M	3.22%	8
2026 Q1	$5.77M	Buy	96,879 +20,650	+27%	+$1.24M	3.31%	8
2025 Q4	$4.57M	Buy	76,229 +5,467	+8%	+$329K	2.38%	9
2025 Q3	$4.25M	Buy	70,762 +9,560	+16%	+$571K	2.33%	9
2025 Q2	$3.66M	Buy	61,202 +8,372	+16%	+$496K	2.32%	10
2025 Q1	$3.14M	Sell	52,830 -1,893	-3%	-$111K	2.24%	10
2024 Q4	$3.17M	Buy	+54,723	New	+$3.22M	3.27%	10

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

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Kaufman Rossin Wealth's VGIT Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 20% in Q2 2026, buying an estimated $1.12M and bringing the position to 115,788 shares worth $6.79M. The position accounts for 3.22% of the portfolio, ranked #8.

Kaufman Rossin Wealth first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Kaufman Rossin Wealth held 115,788 shares of Vanguard Intermediate-Term Treasury ETF worth $6.79M as of Q2 2026.
Kaufman Rossin Wealth bought 18,909 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.12M.
Vanguard Intermediate-Term Treasury ETF made up 3.22% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #8 holding.
Kaufman Rossin Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.