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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
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

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

Kovack Advisors's VGIT Position: Q1 2026 in Review

Kovack Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2% in Q1 2026, selling an estimated $43.7K and leaving 36,603 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #155.

Kovack Advisors first reported a position in VGIT in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.3M in Q1 2021. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Kovack Advisors held 36,603 shares of Vanguard Intermediate-Term Treasury ETF worth $2.35M as of Q1 2026.
  • Kovack Advisors sold 730 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $43.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.13% of Kovack Advisors's portfolio in Q1 2026, its #155 holding.
  • Kovack Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and has held it in 28 quarters since.
  • Kovack Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $4.3M in Q1 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.