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Kozak & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kozak & Associates’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 Hold
1
– – ﹤0.01% 417
2026
Q1 		$56 Sell
1
-152
-99% -$9.11K ﹤0.01% 434
2025
Q4 		$9.17K Buy
+153
New +$9.2K ﹤0.01% 264

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kozak & Associates's VGIT Position: Q2 2026 in Review

Kozak & Associates held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 1 share worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Kozak & Associates first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.17K in Q4 2025. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Kozak & Associates held 1 share of Vanguard Intermediate-Term Treasury ETF worth $55 as of Q2 2026.
  • Kozak & Associates left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #417 holding.
  • Kozak & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Kozak & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $9.17K in Q4 2025.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.