Kestra Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kestra Advisory Services’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	$45.1M	Buy	764,919 +3,055	+0.4%	+$181K	0.15%	136
2026 Q1	$45.4M	Buy	761,864 +44,346	+6%	+$2.66M	0.17%	116
2025 Q4	$43M	Buy	717,518 +100,752	+16%	+$6.06M	0.18%	105
2025 Q3	$37M	Buy	616,766 +656	+0.1%	+$39.2K	0.17%	112
2025 Q2	$36.8M	Buy	616,110 +110,028	+22%	+$6.51M	0.18%	102
2025 Q1	$30.1M	Buy	506,082 +93,837	+23%	+$5.49M	0.15%	111
2024 Q4	$23.9M	Buy	412,245 +40,770	+11%	+$2.4M	0.13%	142
2024 Q3	$22.4M	Buy	371,475 +18,353	+5%	+$1.1M	0.12%	166
2024 Q2	$20.6M	Sell	353,122 -139,340	-28%	-$8.06M	0.11%	188
2024 Q1	$28.8M	Buy	492,462 +118,643	+32%	+$6.96M	0.19%	104
2023 Q4	$22.2M	Buy	373,819 +76,868	+26%	+$4.43M	0.18%	109
2023 Q3	$17M	Buy	296,951 +91,026	+44%	+$5.28M	0.17%	123
2023 Q2	$12.1M	Buy	205,925 +170,440	+480%	+$10.2M	0.12%	193
2023 Q1	$2.13M	Sell	35,485 -12,444	-26%	-$737K	0.02%	629
2022 Q4	$2.8M	Buy	47,929 +6,099	+15%	+$357K	0.02%	620
2022 Q3	$2.44M	Buy	41,830 +845	+2%	+$51.2K	0.03%	597
2022 Q2	$2.51M	Buy	40,985 +3,327	+9%	+$204K	0.03%	588
2022 Q1	$2.37M	Sell	37,658 -1,104	-3%	-$71.4K	0.02%	614
2021 Q4	$2.58M	Sell	38,762 -6,832	-15%	-$458K	0.03%	597
2021 Q3	$3.08M	Buy	45,594 +6,406	+16%	+$437K	0.03%	552
2021 Q2	$2.66M	Sell	39,188 -5,092	-11%	-$345K	0.03%	548
2021 Q1	$2.98M	Buy	44,280 +7,256	+20%	+$496K	0.04%	478
2020 Q4	$2.57M	Buy	37,024 +6,854	+23%	+$479K	0.03%	519
2020 Q3	$2.13M	Buy	+30,170	New	+$2.13M	0.04%	421

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

Kestra Advisory Services's VGIT Position: Q2 2026 in Review

Kestra Advisory Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.4% in Q2 2026, buying an estimated $181K and bringing the position to 764,919 shares worth $45.1M. The position accounts for 0.15% of the portfolio, ranked #136.

Kestra Advisory Services first reported a position in VGIT in Q3 2020 and has held it in 24 quarters since. The position peaked at $45.4M in Q1 2026. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Kestra Advisory Services held 764,919 shares of Vanguard Intermediate-Term Treasury ETF worth $45.1M as of Q2 2026.
Kestra Advisory Services bought 3,055 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $181K.
Vanguard Intermediate-Term Treasury ETF made up 0.15% of Kestra Advisory Services's portfolio in Q2 2026, its #136 holding.
Kestra Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Vanguard Intermediate-Term Treasury ETF position peaked at $45.4M in Q1 2026.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.