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

Kovack 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	$2.21M	Buy	37,652 +1,049	+3%	+$62K	0.11%	186
2026 Q1	$2.35M	Sell	36,603 -730	-2%	-$43.7K	0.13%	155
2025 Q4	$2.24M	Buy	37,333 +7,581	+25%	+$456K	0.1%	179
2025 Q3	$1.79M	Sell	29,752 -1,940	-6%	-$116K	0.17%	115
2025 Q2	$1.9M	Sell	31,692 -309	-1%	-$18.3K	0.19%	102
2025 Q1	$1.9M	Buy	32,001 +942	+3%	+$55.1K	0.2%	95
2024 Q4	$1.8M	Buy	31,059 +170	+0.6%	+$9.99K	0.18%	97
2024 Q3	$1.87M	Sell	30,889 -412	-1%	-$24.6K	0.2%	97
2024 Q2	$1.82M	Sell	31,301 -325	-1%	-$18.8K	0.2%	106
2024 Q1	$1.85M	Sell	31,626 -829	-3%	-$48.6K	0.22%	95
2023 Q4	$1.93M	Sell	32,455 -1,776	-5%	-$102K	0.23%	98
2023 Q3	$1.96M	Sell	34,231 -201	-0.6%	-$11.7K	0.27%	75
2023 Q2	$2.02M	Sell	34,432 -2,400	-7%	-$143K	0.26%	77
2023 Q1	$2.21M	Buy	36,832 +3,325	+10%	+$197K	0.3%	66
2022 Q4	$1.96M	Buy	33,507 +221	+0.7%	+$12.9K	0.29%	74
2022 Q3	$1.94M	Buy	33,286 +864	+3%	+$52.4K	0.29%	73
2022 Q2	$1.98M	Sell	32,422 -1,944	-6%	-$119K	0.26%	87
2022 Q1	$2.16M	Sell	34,366 -9,536	-22%	-$617K	0.22%	93
2021 Q4	$2.92M	Sell	43,902 -11,944	-21%	-$800K	0.28%	78
2021 Q3	$3.77M	Sell	55,846 -2,765	-5%	-$189K	0.41%	49
2021 Q2	$3.97M	Sell	58,611 -5,285	-8%	-$358K	0.45%	40
2021 Q1	$4.3M	Buy	63,896 +23,990	+60%	+$1.64M	0.56%	29
2020 Q4	$2.77M	Buy	39,906 +875	+2%	+$61.2K	0.4%	52
2020 Q3	$2.75M	Buy	39,031 +18,292	+88%	+$1.29M	0.49%	40
2020 Q2	$1.46M	Buy	20,739 +1,735	+9%	+$122K	0.29%	87
2020 Q1	$1.34M	Buy	19,004 +2,519	+15%	+$171K	0.31%	84
2019 Q4	$1.09M	Sell	16,485 -1,386	-8%	-$91.9K	0.19%	127
2019 Q3	$1.19M	Buy	+17,871	New	+$1.19M	0.24%	100
2018 Q1	–	Sell	-4,100	Closed	-$262K	–	539
2017 Q4	$262K	Buy	+4,100	New	+$264K	0.07%	334

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

Kovack Advisors's VGIT Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.9% in Q2 2026, buying an estimated $62K and bringing the position to 37,652 shares worth $2.21M. The position accounts for 0.11% of the portfolio, ranked #186.

Kovack Advisors first reported a position in VGIT in Q4 2017 and has held it in 29 quarters since. The position peaked at $4.3M in Q1 2021. 978 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Kovack Advisors held 37,652 shares of Vanguard Intermediate-Term Treasury ETF worth $2.21M as of Q2 2026.
Kovack Advisors bought 1,049 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $62K.
Vanguard Intermediate-Term Treasury ETF made up 0.11% of Kovack Advisors's portfolio in Q2 2026, its #186 holding.
Kovack Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and has held it in 29 quarters since.
Kovack Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $4.3M in Q1 2021.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.