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Koss-Olinger Consulting’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Koss-Olinger Consulting’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 		$924K Buy
+15,512
New +$929K 0.08% 101
2025
Q4 		– Sell
-7,644
Closed -$457K – 318
2025
Q3 		$457K Hold
7,644
– – 0.04% 219
2025
Q2 		$457K Buy
7,644
+49
+0.6% +$2.9K 0.04% 219
2025
Q1 		$451K Buy
+7,595
New +$444K 0.04% 214
2024
Q4 		– Sell
-5,807
Closed -$351K – 286
2024
Q3 		$351K Hold
5,807
– – 0.03% 208
2024
Q2 		$338K Buy
+5,807
New +$336K 0.03% 197
2024
Q1 		– Sell
-6,143
Closed -$364K – 304
2023
Q4 		$364K Buy
6,143
+25
+0.4% +$1.44K 0.04% 215
2023
Q3 		$350K Hold
6,118
– – 0.05% 168
2023
Q2 		$359K Buy
6,118
+128
+2% +$7.63K 0.04% 167
2023
Q1 		$359K Hold
5,990
– – 0.04% 161
2022
Q4 		$350K Sell
5,990
-615
-9% -$36K 0.05% 149
2022
Q3 		$385K Hold
6,605
– – 0.07% 117
2022
Q2 		$404K Buy
6,605
+11
+0.2% +$674 0.07% 101
2022
Q1 		$415K Buy
6,594
+387
+6% +$25K 0.07% 118
2021
Q4 		$413K Buy
6,207
+236
+4% +$15.8K 0.06% 131
2021
Q3 		$403K Buy
5,971
+384
+7% +$26.2K 0.07% 139
2021
Q2 		$379K Buy
5,587
+2,107
+61% +$143K 0.06% 167
2021
Q1 		$234K Buy
+3,480
New +$238K 0.04% 199

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Koss-Olinger Consulting's VGIT Position: Q1 2026 in Review

Koss-Olinger Consulting opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 15,512 shares worth $924K. The stake represents 0.08% of the portfolio and ranks #101 among its holdings. This is a return to the name: Koss-Olinger Consulting previously reported a position in VGIT as recently as Q3 2025.

Koss-Olinger Consulting first reported a position in VGIT in Q1 2021 and has held it in 18 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Koss-Olinger Consulting held 15,512 shares of Vanguard Intermediate-Term Treasury ETF worth $924K as of Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Koss-Olinger Consulting position in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.08% of Koss-Olinger Consulting's portfolio in Q1 2026, its #101 holding.
  • Koss-Olinger Consulting first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 18 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.