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

Sowell Financial Services’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 		$3.34M Buy
56,703
+7,720
+16% +$456K 0.11% 202
2026
Q1 		$2.92M Buy
48,983
+7,113
+17% +$426K 0.11% 205
2025
Q4 		$2.51M Sell
41,870
-512
-1% -$30.8K 0.09% 225
2025
Q3 		$2.54M Buy
42,382
+20,094
+90% +$1.2M 0.1% 225
2025
Q2 		$1.33M Buy
22,288
+2,930
+15% +$173K 0.05% 345
2025
Q1 		$1.15M Buy
19,358
+6,061
+46% +$355K 0.05% 357
2024
Q4 		$771K Buy
+13,297
New +$782K 0.04% 353
2021
Q2 		– Sell
-3,592
Closed -$243K – 2651
2021
Q1 		$243K Buy
3,592
+999
+39% +$68.3K 0.01% 940
2020
Q4 		$180K Buy
2,593
+55
+2% +$3.85K 0.01% 897
2020
Q3 		$179K Buy
2,538
+2,246
+769% +$158K 0.01% 770
2020
Q2 		$21K Sell
292
-10
-3% -$704 ﹤0.01% 1446
2020
Q1 		$21K Sell
302
-81
-21% -$5.49K ﹤0.01% 1382
2019
Q4 		$25K Buy
383
+86
+29% +$5.7K ﹤0.01% 1361
2019
Q3 		$20K Buy
+297
New +$19.7K ﹤0.01% 1287

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Sowell Financial Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q2 2026, buying an estimated $456K and bringing the position to 56,703 shares worth $3.34M. The position accounts for 0.11% of the portfolio, ranked #202.

Sowell Financial Services first reported a position in VGIT in Q3 2019 and has held it in 14 quarters since. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Sowell Financial Services held 56,703 shares of Vanguard Intermediate-Term Treasury ETF worth $3.34M as of Q2 2026.
  • Sowell Financial Services bought 7,720 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $456K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #202 holding.
  • Sowell Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2019 and has held it in 14 quarters since.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.