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

Souders 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 Q1	$11.2M	Buy	188,334 +4,511	+2%	+$270K	1.28%	24
2025 Q4	$11M	Buy	183,823 +7,205	+4%	+$433K	1.26%	24
2025 Q3	$10.6M	Buy	176,618 +7,458	+4%	+$445K	1.26%	24
2025 Q2	$10.1M	Buy	169,160 +10,503	+7%	+$622K	1.29%	23
2025 Q1	$9.42M	Buy	158,657 +16,959	+12%	+$992K	1.32%	20
2024 Q4	$8.22M	Buy	141,698 +15,233	+12%	+$895K	1.15%	23
2024 Q3	$7.64M	Buy	126,465 +7,677	+6%	+$458K	1.06%	24
2024 Q2	$6.92M	Buy	118,788 +3,786	+3%	+$219K	1.04%	26
2024 Q1	$6.73M	Buy	115,002 +49,891	+77%	+$2.93M	1.06%	26
2023 Q4	$3.86M	Buy	65,111 +4,310	+7%	+$248K	0.66%	42
2023 Q3	$3.47M	Buy	60,801 +2,493	+4%	+$145K	0.67%	45
2023 Q2	$3.42M	Buy	58,308 +1,440	+3%	+$85.9K	0.65%	42
2023 Q1	$3.41M	Buy	56,868 +2,982	+6%	+$177K	0.72%	39
2022 Q4	$3.15M	Buy	53,886 +4,597	+9%	+$269K	0.72%	41
2022 Q3	$2.87M	Buy	49,289 +2,603	+6%	+$158K	0.78%	39
2022 Q2	$2.85M	Buy	46,686 +34,663	+288%	+$2.12M	0.82%	35
2022 Q1	$756K	Buy	+12,023	New	+$778K	0.22%	88

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Souders Financial Advisors's VGIT Position: Q1 2026 in Review

Souders Financial Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.5% in Q1 2026, buying an estimated $270K and bringing the position to 188,334 shares worth $11.2M. The position accounts for 1.28% of the portfolio, ranked #24.

Souders Financial Advisors first reported a position in VGIT in Q1 2022 and has held it in 17 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Souders Financial Advisors held 188,334 shares of Vanguard Intermediate-Term Treasury ETF worth $11.2M as of Q1 2026.
Souders Financial Advisors bought 4,511 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $270K.
Vanguard Intermediate-Term Treasury ETF made up 1.28% of Souders Financial Advisors's portfolio in Q1 2026, its #24 holding.
Souders Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 17 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.