Kingswood Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kingswood Wealth Advisors’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	$254K	Sell	4,299 -139	-3%	-$8.21K	0.01%	855
2026 Q1	$264K	Sell	4,438 -28,722	-87%	-$1.72M	0.01%	766
2025 Q4	$1.99M	Buy	33,160 +2,745	+9%	+$165K	0.1%	214
2025 Q3	$1.83M	Buy	30,415 +20,894	+219%	+$1.25M	0.11%	190
2025 Q2	$569K	Buy	9,521 +5,199	+120%	+$308K	0.05%	378
2025 Q1	$257K	Sell	4,322 -54,479	-93%	-$3.19M	0.02%	600
2024 Q4	$3.41M	Sell	58,801 -1,017	-2%	-$59.8K	0.26%	80
2024 Q3	$3.61M	Buy	59,818 +51,334	+605%	+$3.06M	0.26%	87
2024 Q2	$494K	Sell	8,484 -4	-0%	-$231	0.04%	395
2024 Q1	$497K	Sell	8,488 -32	-0.4%	-$1.88K	0.06%	349
2023 Q4	$505K	Buy	8,520 +295	+4%	+$17K	0.06%	345
2023 Q3	$470K	Buy	+8,225	New	+$477K	0.08%	259

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

Kingswood Wealth Advisors's VGIT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.1% in Q2 2026, selling an estimated $8.21K and leaving 4,299 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #855.

Kingswood Wealth Advisors first reported a position in VGIT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.61M in Q3 2024. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Kingswood Wealth Advisors held 4,299 shares of Vanguard Intermediate-Term Treasury ETF worth $254K as of Q2 2026.
Kingswood Wealth Advisors sold 139 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $8.21K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #855 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $3.61M in Q3 2024.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.