Kingdom Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kingdom Financial Group’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	$344K	Buy	5,773 +3,707	+179%	+$222K	0.1%	96
2025 Q4	$124K	Buy	+2,066	New	+$124K	0.04%	186
2025 Q2	–	Sell	-119,401	Closed	-$7.09M	–	73
2025 Q1	$7.09M	Buy	119,401 +661	+0.6%	+$38.7K	5.2%	8
2024 Q4	$6.89M	Sell	118,740 -7,856	-6%	-$462K	4.71%	8
2024 Q3	$7.65M	Buy	126,596 +8,776	+7%	+$524K	5.72%	7
2024 Q2	$6.86M	Buy	117,820 +17,539	+17%	+$1.01M	4.64%	9
2024 Q1	$5.87M	Buy	100,281 +34,819	+53%	+$2.04M	4.13%	9
2023 Q4	$3.88M	Sell	65,462 -2,518	-4%	-$145K	3.39%	8
2023 Q3	$3.89M	Buy	67,980 +3,295	+5%	+$191K	3.66%	9
2023 Q2	$3.79M	Buy	+64,685	New	+$3.86M	3.72%	8

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

Kingdom Financial Group's VGIT Position: Q1 2026 in Review

Kingdom Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 179% in Q1 2026, buying an estimated $222K and bringing the position to 5,773 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #96.

Kingdom Financial Group first reported a position in VGIT in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.65M in Q3 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Kingdom Financial Group held 5,773 shares of Vanguard Intermediate-Term Treasury ETF worth $344K as of Q1 2026.
Kingdom Financial Group bought 3,707 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $222K.
Vanguard Intermediate-Term Treasury ETF made up 0.1% of Kingdom Financial Group's portfolio in Q1 2026, its #96 holding.
Kingdom Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $7.65M in Q3 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.