Sharp Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.8M Buy
217,275
+10,028
+5% +$593K 5.94% 3
2026
Q1
$12.3M Buy
207,247
+1,451
+0.7% +$86.9K 6.09% 5
2025
Q4
$12.3M Buy
205,796
+11,964
+6% +$719K 6.21% 3
2025
Q3
$11.6M Buy
193,832
+22,892
+13% +$1.37M 6.33% 3
2025
Q2
$10.2M Buy
170,940
+18,362
+12% +$1.09M 6.59% 5
2025
Q1
$9.06M Sell
152,578
-3,104
-2% -$182K 6.94% 5
2024
Q4
$9.03M Buy
155,682
+51,091
+49% +$3M 6.85% 3
2024
Q3
$6.32M Buy
104,591
+11,035
+12% +$659K 4.88% 3
2024
Q2
$5.45M Buy
93,556
+9,885
+12% +$572K 4.67% 3
2024
Q1
$4.9M Buy
83,671
+15,345
+22% +$900K 4.56% 3
2023
Q4
$4.05M Buy
+68,326
New +$3.94M 4.4% 3

Other funds holding VGIT

Sharp Financial Services's VGIT Position: Q2 2026 in Review

Sharp Financial Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.8% in Q2 2026, buying an estimated $593K and bringing the position to 217,275 shares worth $12.8M. The position accounts for 5.94% of the portfolio, ranked #3.

Sharp Financial Services first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Sharp Financial Services held 217,275 shares of Vanguard Intermediate-Term Treasury ETF worth $12.8M as of Q2 2026.
  • Sharp Financial Services bought 10,028 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $593K.
  • Vanguard Intermediate-Term Treasury ETF made up 5.94% of Sharp Financial Services's portfolio in Q2 2026, its #3 holding.
  • Sharp Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.