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Patriot Financial Group Insurance Agency’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$242K Sell
4,109
-3,501
-46% -$207K 0.02% 436
2026
Q1 		$453K Buy
7,610
+3,559
+88% +$213K 0.03% 469
2025
Q4 		$243K Sell
4,051
-383
-9% -$23K 0.03% 433
2025
Q3 		$266K Sell
4,434
-1,290
-23% -$77K 0.03% 404
2025
Q2 		$342K Buy
5,724
+636
+13% +$37.6K 0.04% 379
2025
Q1 		$302K Buy
5,088
+363
+8% +$21.2K 0.04% 379
2024
Q4 		$274K Buy
4,725
+65
+1% +$3.82K 0.04% 389
2024
Q3 		$282K Sell
4,660
-654
-12% -$39K 0.04% 399
2024
Q2 		$309K Sell
5,314
-177
-3% -$10.2K 0.05% 361
2024
Q1 		$322K Sell
5,491
-1,396
-20% -$81.9K 0.05% 348
2023
Q4 		$409K Sell
6,887
-438
-6% -$25.2K 0.08% 277
2023
Q3 		$419K Buy
7,325
+1,784
+32% +$103K 0.09% 274
2023
Q2 		$325K Sell
5,541
-3,724
-40% -$222K 0.06% 320
2023
Q1 		$556K Sell
9,265
-972
-9% -$57.6K 0.11% 203
2022
Q4 		$599K Buy
10,237
+3,936
+62% +$230K 0.08% 181
2022
Q3 		$367K Sell
6,301
-262
-4% -$15.9K 0.09% 250
2022
Q2 		$401K Sell
6,563
-5,002
-43% -$306K 0.08% 243
2022
Q1 		$728K Buy
11,565
+1,315
+13% +$85.1K 0.13% 176
2021
Q4 		$681K Buy
10,250
+1,688
+20% +$113K 0.11% 189
2021
Q3 		$578K Buy
8,562
+1,040
+14% +$70.9K 0.1% 206
2021
Q2 		$510K Buy
7,522
+1,284
+21% +$86.9K 0.09% 227
2021
Q1 		$419K Buy
6,238
+1,873
+43% +$128K 0.1% 223
2020
Q4 		$303K Buy
4,365
+446
+11% +$31.2K 0.08% 261
2020
Q3 		$276K Buy
3,919
+696
+22% +$49.1K 0.09% 214
2020
Q2 		$227K Buy
3,223
+1,434
+80% +$101K 0.09% 216
2020
Q1 		$126K Buy
1,789
+705
+65% +$47.8K 0.06% 288
2019
Q4 		$71K Buy
1,084
+403
+59% +$26.7K 0.03% 414
2019
Q3 		$45K Buy
681
+167
+32% +$11.1K 0.02% 461
2019
Q2 		$34K Buy
514
+461
+870% +$29.8K 0.01% 514
2019
Q1 		$3K Hold
53
– – ﹤0.01% 970
2018
Q4 		$3K Hold
53
– – ﹤0.01% 808
2018
Q3 		$3K Sell
53
-75
-59% -$4.68K ﹤0.01% 824
2018
Q2 		$8K Sell
128
-761
-86% -$47.5K 0.01% 428
2018
Q1 		$56K Buy
889
+233
+36% +$14.7K 0.04% 293
2017
Q4 		$43K Buy
656
+373
+132% +$24K 0.03% 323
2017
Q3 		$18K Buy
283
+98
+53% +$6.36K 0.02% 439
2017
Q2 		$12K Buy
+185
New +$12K 0.01% 499

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VGIT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 46% in Q2 2026, selling an estimated $207K and leaving 4,109 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #436.

Patriot Financial Group Insurance Agency first reported a position in VGIT in Q2 2017 and has held it in 37 quarters since. The position peaked at $728K in Q1 2022. 628 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,109 shares of Vanguard Intermediate-Term Treasury ETF worth $242K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,501 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $207K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #436 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and has held it in 37 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Intermediate-Term Treasury ETF position peaked at $728K in Q1 2022.
  • 628 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.