SWS Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SWS 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 Q2	$942K	Buy	15,976 +172	+1%	+$10.2K	0.2%	88
2026 Q1	$941K	Buy	15,804 +964	+6%	+$57.7K	0.23%	88
2025 Q4	$889K	Buy	14,840 +55	+0.4%	+$3.31K	0.21%	95
2025 Q3	$888K	Buy	14,785 +10	+0.1%	+$597	0.22%	99
2025 Q2	$884K	Buy	+14,775	New	+$875K	0.24%	97
2025 Q1	–	Sell	-16,330	Closed	-$947K	–	115
2024 Q4	$947K	Sell	16,330 -4,329	-21%	-$254K	0.29%	92
2024 Q3	$1.25M	Sell	20,659 -1,303	-6%	-$77.8K	0.4%	83
2024 Q2	$1.28M	Buy	21,962 +6,357	+41%	+$368K	0.38%	84
2024 Q1	$914K	Buy	15,605 +1,157	+8%	+$67.9K	0.27%	91
2023 Q4	$857K	Sell	14,448 -6,339	-30%	-$365K	0.28%	90
2023 Q3	$1.19M	Sell	20,787 -1,475	-7%	-$85.5K	0.44%	80
2023 Q2	$1.31M	Sell	22,262 -27	-0.1%	-$1.61K	0.47%	80
2023 Q1	$1.34M	Hold	22,289	–	–	0.5%	79
2022 Q4	$1.3M	Buy	22,289 +10,787	+94%	+$631K	0.62%	64
2022 Q3	$671K	Buy	+11,502	New	+$697K	0.31%	89
2018 Q2	–	Sell	-1,172	Closed	-$74K	–	304
2018 Q1	$74K	Buy	+1,172	New	+$73.8K	0.05%	111

Other funds holding VGIT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWS Partners's VGIT Position: Q2 2026 in Review

SWS Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 15,976 shares worth $942K. The position accounts for 0.2% of the portfolio, ranked #88.

SWS Partners first reported a position in VGIT in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.34M in Q1 2023. 586 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

SWS Partners held 15,976 shares of Vanguard Intermediate-Term Treasury ETF worth $942K as of Q2 2026.
SWS Partners bought 172 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $10.2K.
Vanguard Intermediate-Term Treasury ETF made up 0.2% of SWS Partners's portfolio in Q2 2026, its #88 holding.
SWS Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2018 and has held it in 16 quarters since.
SWS Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $1.34M in Q1 2023.
586 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.