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

Roth 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 		$19.7M Buy
334,148
+50,965
+18% +$3.01M 5.86% 6
2026
Q1 		$16.9M Sell
283,183
-7,537
-3% -$452K 5.76% 6
2025
Q4 		$17.4M Buy
290,720
+4,642
+2% +$279K 5.75% 7
2025
Q3 		$17.2M Buy
286,078
+10,640
+4% +$635K 5.79% 7
2025
Q2 		$16.5M Buy
275,438
+21,975
+9% +$1.3M 5.94% 7
2025
Q1 		$15.1M Buy
253,463
+20,925
+9% +$1.22M 5.95% 6
2024
Q4 		$13.5M Buy
232,538
+14,194
+7% +$834K 5.37% 8
2024
Q3 		$13.2M Buy
218,344
+6,767
+3% +$404K 5.27% 8
2024
Q2 		$12.3M Buy
211,577
+38,546
+22% +$2.23M 5.31% 8
2024
Q1 		$10.1M Buy
173,031
+16,801
+11% +$986K 4.49% 8
2023
Q4 		$9.27M Buy
156,230
+61,272
+65% +$3.53M 4.75% 8
2023
Q3 		$5.43M Buy
+94,958
New +$5.51M 3.4% 9

Other funds holding VGIT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Roth Financial Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 18% in Q2 2026, buying an estimated $3.01M and bringing the position to 334,148 shares worth $19.7M. The position accounts for 5.86% of the portfolio, ranked #6.

Roth Financial Partners first reported a position in VGIT in Q3 2023 and has held it in 12 quarters since. 586 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Roth Financial Partners held 334,148 shares of Vanguard Intermediate-Term Treasury ETF worth $19.7M as of Q2 2026.
  • Roth Financial Partners bought 50,965 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.01M.
  • Vanguard Intermediate-Term Treasury ETF made up 5.86% of Roth Financial Partners's portfolio in Q2 2026, its #6 holding.
  • Roth Financial Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 586 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.