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Poinciana Advisors Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Poinciana Advisors Group’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 		$9.21M Buy
156,096
+7,377
+5% +$436K 6.83% 3
2026
Q1 		$8.86M Buy
148,719
+6,619
+5% +$397K 6.99% 2
2025
Q4 		$8.52M Sell
142,100
-3,196
-2% -$192K 6.72% 3
2025
Q3 		$8.72M Buy
145,296
+12,430
+9% +$742K 7.37% 2
2025
Q2 		$7.95M Buy
132,866
+1,622
+1% +$96K 7.16% 3
2025
Q1 		$7.8M Buy
131,244
+9,475
+8% +$554K 8.08% 3
2024
Q4 		$7.06M Buy
+121,769
New +$7.16M 7.16% 3

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Poinciana Advisors Group's VGIT Position: Q2 2026 in Review

Poinciana Advisors Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5% in Q2 2026, buying an estimated $436K and bringing the position to 156,096 shares worth $9.21M. The position accounts for 6.83% of the portfolio, ranked #3.

Poinciana Advisors Group first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 669 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Poinciana Advisors Group held 156,096 shares of Vanguard Intermediate-Term Treasury ETF worth $9.21M as of Q2 2026.
  • Poinciana Advisors Group bought 7,377 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $436K.
  • Vanguard Intermediate-Term Treasury ETF made up 6.83% of Poinciana Advisors Group's portfolio in Q2 2026, its #3 holding.
  • Poinciana Advisors Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 669 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.