Root Financial Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Root Financial Partners’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	–	Sell	-3,161	Closed	-$188K	–	3082
2026 Q1	$188K	Buy	3,161 +1,409	+80%	+$84.4K	0.01%	344
2025 Q4	$105K	Sell	1,752 -352	-17%	-$21.2K	0.01%	450
2025 Q3	$126K	Buy	+2,104	New	+$126K	0.01%	370
2025 Q1	–	Sell	-4,535	Closed	-$263K	–	230
2024 Q4	$263K	Buy	+4,535	New	+$267K	0.03%	172

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

Root Financial Partners's VGIT Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 3,161 shares — an estimated $188K sold.

Root Financial Partners first reported a position in VGIT in Q4 2024 and held it in 4 quarters. The position peaked at $263K in Q4 2024. 978 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Root Financial Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3,161 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $188K.
Root Financial Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Root Financial Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $263K in Q4 2024.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.