Key Financial Inc’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Key Financial Inc’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	–	Sell	-26	Closed	-$1.55K	–	1451
2026 Q1	$1.55K	Sell	26 -13	-33%	-$779	﹤0.01%	1199
2025 Q4	$2.34K	Hold	39	–	–	﹤0.01%	1148
2025 Q3	$2.34K	Hold	39	–	–	﹤0.01%	1167
2025 Q2	$2.33K	Hold	39	–	–	﹤0.01%	1166
2025 Q1	$2.32K	Hold	39	–	–	﹤0.01%	1130
2024 Q4	$2.26K	Buy	39 +13	+50%	+$764	﹤0.01%	1139
2024 Q3	$1.57K	Hold	26	–	–	﹤0.01%	1137
2024 Q2	$1.51K	Hold	26	–	–	﹤0.01%	1138
2024 Q1	$1.52K	Hold	26	–	–	﹤0.01%	1134
2023 Q4	$1.54K	Hold	26	–	–	﹤0.01%	1130
2023 Q3	$1.49K	Buy	+26	New	+$1.51K	﹤0.01%	1146

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

Key Financial Inc's VGIT Position: Q2 2026 in Review

Key Financial Inc sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 26 shares — an estimated $1.55K sold.

Key Financial Inc first reported a position in VGIT in Q3 2023 and held it in 11 quarters. The position peaked at $2.34K in Q3 2025. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Key Financial Inc reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 26 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.55K.
Key Financial Inc first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 11 quarters.
Key Financial Inc's Vanguard Intermediate-Term Treasury ETF position peaked at $2.34K in Q3 2025.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.