Lloyd Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lloyd Advisory Services’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	$213K	Sell	3,616 -2,157	-37%	-$127K	0.08%	110
2026 Q1	$344K	Buy	5,773 +4,302	+292%	+$258K	0.1%	96
2025 Q4	$88.1K	Buy	+1,471	New	+$88.5K	0.03%	193
2025 Q2	–	Sell	-7,086	Closed	-$421K	–	118
2025 Q1	$421K	Buy	7,086 +1,820	+35%	+$106K	0.21%	59
2024 Q4	$305K	Sell	5,266 -1,445	-22%	-$84.9K	0.14%	71
2024 Q3	$405K	Buy	6,711 +1,518	+29%	+$90.6K	0.2%	61
2024 Q2	$302K	Buy	+5,193	New	+$300K	0.14%	71
2024 Q1	–	Sell	-4,105	Closed	-$244K	–	183
2023 Q4	$244K	Buy	+4,105	New	+$237K	0.12%	111
2022 Q2	–	Sell	-4,910	Closed	-$309K	–	538
2022 Q1	$309K	Sell	4,910 -7,661	-61%	-$496K	0.14%	65
2021 Q4	$836K	Buy	12,571 +7,649	+155%	+$513K	0.39%	34
2021 Q3	$332K	Sell	4,922 -96	-2%	-$6.54K	0.17%	47
2021 Q2	$340K	Buy	5,018 +767	+18%	+$51.9K	0.17%	49
2021 Q1	$286K	Buy	4,251 +184	+5%	+$12.6K	0.16%	46
2020 Q4	$282K	Buy	4,067 +415	+11%	+$29K	0.15%	42
2020 Q3	$257K	Sell	3,652 -32	-0.9%	-$2.26K	0.16%	39
2020 Q2	$260K	Sell	3,684 -1,282	-26%	-$90.3K	0.16%	43
2020 Q1	$350K	Buy	4,966 +656	+15%	+$44.5K	0.26%	33
2019 Q4	$284K	Buy	+4,310	New	+$286K	0.26%	55

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

Lloyd Advisory Services's VGIT Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 37% in Q2 2026, selling an estimated $127K and leaving 3,616 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #110.

Lloyd Advisory Services first reported a position in VGIT in Q4 2019 and has held it in 18 quarters since. The position peaked at $836K in Q4 2021. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Lloyd Advisory Services held 3,616 shares of Vanguard Intermediate-Term Treasury ETF worth $213K as of Q2 2026.
Lloyd Advisory Services sold 2,157 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $127K.
Vanguard Intermediate-Term Treasury ETF made up 0.08% of Lloyd Advisory Services's portfolio in Q2 2026, its #110 holding.
Lloyd Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 18 quarters since.
Lloyd Advisory Services's Vanguard Intermediate-Term Treasury ETF position peaked at $836K in Q4 2021.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.