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Montgomery Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Montgomery Financial 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 		$28.7K Buy
+486
New +$28.7K 0.02% 99

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ERSOT
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Creative Planning
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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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Montgomery Financial Services's VGIT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 486 shares worth $28.7K. The stake represents 0.02% of the portfolio and ranks #99 among its holdings.

933 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Montgomery Financial Services held 486 shares of Vanguard Intermediate-Term Treasury ETF worth $28.7K as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Montgomery Financial Services position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #99 holding.
  • 933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.