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

Strategic 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 		$165M Buy
2,797,607
+94,028
+3% +$5.56M 7.23% 4
2026
Q1 		$161M Buy
2,703,579
+50,438
+2% +$3.02M 7.66% 4
2025
Q4 		$159M Buy
2,653,141
+320,097
+14% +$19.2M 7.33% 4
2025
Q3 		$140M Buy
2,333,044
+95,986
+4% +$5.73M 7.03% 4
2025
Q2 		$134M Buy
2,237,058
+65,772
+3% +$3.89M 7.2% 4
2025
Q1 		$129M Buy
2,171,286
+230,560
+12% +$13.5M 7.55% 4
2024
Q4 		$113M Buy
1,940,726
+1,909,312
+6,078% +$112M 6.71% 4
2024
Q3 		$1.9M Buy
31,414
+25,811
+461% +$1.54M 0.11% 45
2024
Q2 		$326K Sell
5,603
-2,170
-28% -$125K 0.02% 104
2024
Q1 		$455K Buy
7,773
+45
+0.6% +$2.64K 0.03% 88
2023
Q4 		$458K Sell
7,728
-576
-7% -$33.2K 0.03% 90
2023
Q3 		$475K Sell
8,304
-332,012
-98% -$19.2M 0.04% 85
2023
Q2 		$19.9M Sell
340,316
-18,572
-5% -$1.11M 1.48% 15
2023
Q1 		$21.5M Sell
358,888
-30,576
-8% -$1.81M 1.66% 13
2022
Q4 		$22.8M Buy
389,464
+383,984
+7,007% +$22.4M 1.82% 11
2022
Q3 		$320K Buy
+5,480
New +$332K 0.03% 100
2022
Q2 		– Sell
-3,820
Closed -$240K – 143
2022
Q1 		$240K Sell
3,820
-177,365
-98% -$11.5M 0.02% 124
2021
Q4 		$12M Buy
181,185
+172,935
+2,096% +$11.6M 0.9% 19
2021
Q3 		$557K Buy
8,250
+1,250
+18% +$85.2K 0.04% 89
2021
Q2 		$475K Buy
7,000
+2,250
+47% +$152K 0.04% 94
2021
Q1 		$319K Buy
+4,750
New +$325K 0.03% 115

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

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

Strategic Financial Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.5% in Q2 2026, buying an estimated $5.56M and bringing the position to 2,797,607 shares worth $165M. The position accounts for 7.23% of the portfolio, ranked #4.

Strategic Financial Services first reported a position in VGIT in Q1 2021 and has held it in 21 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Strategic Financial Services held 2,797,607 shares of Vanguard Intermediate-Term Treasury ETF worth $165M as of Q2 2026.
  • Strategic Financial Services bought 94,028 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $5.56M.
  • Vanguard Intermediate-Term Treasury ETF made up 7.23% of Strategic Financial Services's portfolio in Q2 2026, its #4 holding.
  • Strategic Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
  • 973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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