Portland Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Portland Financial Advisors’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	$355K	Buy	6,022 +2,012	+50%	+$119K	0.65%	52
2026 Q1	$239K	Hold	4,010	–	–	0.5%	66
2025 Q4	$240K	Hold	4,010	–	–	0.51%	62
2025 Q3	$241K	Buy	4,010 +500	+14%	+$29.9K	0.51%	63
2025 Q2	$210K	Buy	+3,510	New	+$208K	0.5%	64

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

Portland Financial Advisors's VGIT Position: Q2 2026 in Review

Portland Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 50% in Q2 2026, buying an estimated $119K and bringing the position to 6,022 shares worth $355K. The position accounts for 0.65% of the portfolio, ranked #52.

Portland Financial Advisors first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Portland Financial Advisors held 6,022 shares of Vanguard Intermediate-Term Treasury ETF worth $355K as of Q2 2026.
Portland Financial Advisors bought 2,012 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $119K.
Vanguard Intermediate-Term Treasury ETF made up 0.65% of Portland Financial Advisors's portfolio in Q2 2026, its #52 holding.
Portland Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.