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

Zhang Financial’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	$730K	Sell	12,369 -1,600	-11%	-$94.5K	0.02%	221
2026 Q1	$832K	Buy	13,969 +8,008	+134%	+$480K	0.03%	208
2025 Q4	$357K	Buy	5,961 +2,217	+59%	+$133K	0.01%	251
2025 Q3	$225K	Sell	3,744 -6,965	-65%	-$416K	0.01%	296
2025 Q2	$641K	Sell	10,709 -6	-0.1%	-$355	0.03%	187
2025 Q1	$636K	Hold	10,715	–	–	0.03%	191
2024 Q4	$621K	Hold	10,715	–	–	0.04%	185
2024 Q3	$647K	Hold	10,715	–	–	0.04%	177
2024 Q2	$624K	Buy	10,715 +6	+0.1%	+$347	0.04%	169
2024 Q1	$627K	Hold	10,709	–	–	0.05%	171
2023 Q4	$635K	Hold	10,709	–	–	0.05%	163
2023 Q3	$612K	Buy	10,709 +6,965	+186%	+$404K	0.06%	146
2023 Q2	$220K	Buy	+3,744	New	+$223K	0.02%	231

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Zhang Financial's VGIT Position: Q2 2026 in Review

Zhang Financial reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, selling an estimated $94.5K and leaving 12,369 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #221.

Zhang Financial first reported a position in VGIT in Q2 2023 and has held it in 13 quarters since. The position peaked at $832K in Q1 2026. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Zhang Financial held 12,369 shares of Vanguard Intermediate-Term Treasury ETF worth $730K as of Q2 2026.
Zhang Financial sold 1,600 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $94.5K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #221 holding.
Zhang Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Zhang Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $832K in Q1 2026.
973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.