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

Baldwin Wealth 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	$15.2M	Buy	257,240 +4,564	+2%	+$270K	0.99%	29
2026 Q1	$15M	Buy	252,676 +3,440	+1%	+$206K	1.09%	24
2025 Q4	$14.9M	Buy	249,236 +17,121	+7%	+$1.03M	0.96%	30
2025 Q3	$13.9M	Sell	232,115 -1,399	-0.6%	-$83.5K	0.91%	30
2025 Q2	$14M	Buy	233,514 +4,268	+2%	+$253K	0.95%	30
2025 Q1	$13.6M	Buy	229,246 +17,523	+8%	+$1.03M	0.96%	32
2024 Q4	$12.3M	Buy	211,723 +93,602	+79%	+$5.5M	0.85%	35
2024 Q3	$7.14M	Buy	118,121 +5,418	+5%	+$323K	0.49%	52
2024 Q2	$6.56M	Buy	112,703 +2,898	+3%	+$168K	0.51%	53
2024 Q1	$6.43M	Buy	109,805 +14,751	+16%	+$865K	0.48%	54
2023 Q4	$5.64M	Buy	95,054 +16,819	+21%	+$969K	0.44%	56
2023 Q3	$4.47M	Buy	78,235 +15,105	+24%	+$876K	0.38%	62
2023 Q2	$3.7M	Buy	63,130 +62,620	+12,278%	+$3.73M	0.3%	68
2023 Q1	$30.6K	Buy	+510	New	+$30.2K	﹤0.01%	496

Other funds holding VGIT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Baldwin Wealth Partners's VGIT Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.8% in Q2 2026, buying an estimated $270K and bringing the position to 257,240 shares worth $15.2M. The position accounts for 0.99% of the portfolio, ranked #29.

Baldwin Wealth Partners first reported a position in VGIT in Q1 2023 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Baldwin Wealth Partners held 257,240 shares of Vanguard Intermediate-Term Treasury ETF worth $15.2M as of Q2 2026.
Baldwin Wealth Partners bought 4,564 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $270K.
Vanguard Intermediate-Term Treasury ETF made up 0.99% of Baldwin Wealth Partners's portfolio in Q2 2026, its #29 holding.
Baldwin Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
556 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.