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 Q3	$20.9M	Buy	368,053 +33,905	+10%	+$1.97M	6.23%	6
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

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Roth Financial Partners's VGIT Position: Q3 2026 in Review

Roth Financial Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q3 2026, buying an estimated $1.97M and bringing the position to 368,053 shares worth $20.9M. The position accounts for 6.23% of the portfolio, ranked #6.

Roth Financial Partners first reported a position in VGIT in Q3 2023 and has held it in 13 quarters since. 941 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Roth Financial Partners held 368,053 shares of Vanguard Intermediate-Term Treasury ETF worth $20.9M as of Q3 2026.
Roth Financial Partners bought 33,905 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.97M.
Vanguard Intermediate-Term Treasury ETF made up 6.23% of Roth Financial Partners's portfolio in Q3 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 13 quarters since.
941 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.