Klaas Financial Asset Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Klaas Financial Asset 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	$55.6M	Buy	942,378 +79,524	+9%	+$4.7M	6.92%	4
2026 Q1	$51.4M	Buy	862,854 +858,864	+21,525%	+$51.5M	7.09%	4
2025 Q4	$239K	Buy	+3,990	New	+$240K	0.03%	53

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

Klaas Financial Asset Advisors's VGIT Position: Q2 2026 in Review

Klaas Financial Asset Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.2% in Q2 2026, buying an estimated $4.7M and bringing the position to 942,378 shares worth $55.6M. The position accounts for 6.92% of the portfolio, ranked #4.

Klaas Financial Asset Advisors first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Klaas Financial Asset Advisors held 942,378 shares of Vanguard Intermediate-Term Treasury ETF worth $55.6M as of Q2 2026.
Klaas Financial Asset Advisors bought 79,524 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.7M.
Vanguard Intermediate-Term Treasury ETF made up 6.92% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #4 holding.
Klaas Financial Asset Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.