BWM
VGIT icon

BAM Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

BAM Wealth Management’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 		$465K Buy
7,887
+435
+6% +$25.7K 0.29% 90
2026
Q1 		$444K Sell
7,452
-494
-6% -$29.6K 0.33% 77
2025
Q4 		$476K Sell
7,946
-136
-2% -$8.18K 0.34% 73
2025
Q3 		$485K Buy
+8,082
New +$483K 0.38% 70

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BAM Wealth Management's VGIT Position: Q2 2026 in Review

BAM Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.8% in Q2 2026, buying an estimated $25.7K and bringing the position to 7,887 shares worth $465K. The position accounts for 0.29% of the portfolio, ranked #90.

BAM Wealth Management first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $485K in Q3 2025. 621 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • BAM Wealth Management held 7,887 shares of Vanguard Intermediate-Term Treasury ETF worth $465K as of Q2 2026.
  • BAM Wealth Management bought 435 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $25.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.29% of BAM Wealth Management's portfolio in Q2 2026, its #90 holding.
  • BAM Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $485K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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