Kestra Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kestra Investment Management’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	$112M	Sell	1,895,511 -1,101,051	-37%	-$65.1M	2.17%	12
2026 Q1	$178M	Buy	2,996,562 +2,372,791	+380%	+$142M	3.08%	8
2025 Q4	$37.4M	Buy	623,771 +260,346	+72%	+$15.7M	0.91%	32
2025 Q3	$21.8M	Buy	363,425 +33,667	+10%	+$2.01M	0.59%	37
2025 Q2	$19.7M	Buy	+329,758	New	+$19.5M	0.6%	38
2025 Q1	–	Sell	-477	Closed	-$27.7K	–	1396
2024 Q4	$27.7K	Buy	+477	New	+$28K	﹤0.01%	652

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 Investment Management's VGIT Position: Q2 2026 in Review

Kestra Investment Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 37% in Q2 2026, selling an estimated $65.1M and leaving 1,895,511 shares worth $112M. The position accounts for 2.17% of the portfolio, ranked #12.

Kestra Investment Management first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $178M in Q1 2026. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Kestra Investment Management held 1,895,511 shares of Vanguard Intermediate-Term Treasury ETF worth $112M as of Q2 2026.
Kestra Investment Management sold 1,101,051 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $65.1M.
Vanguard Intermediate-Term Treasury ETF made up 2.17% of Kestra Investment Management's portfolio in Q2 2026, its #12 holding.
Kestra Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Kestra Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $178M in Q1 2026.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.