BAM Wealth Management
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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
Q3 		$417K Sell
7,355
-532
-7% -$30.9K 0.23% 124
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

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Blue Trust Inc
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Savant Capital
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CLA (CliftonLarsonAllen) Wealth Advisors
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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

BAM Wealth Management's VGIT Position: Q3 2026 in Review

BAM Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.7% in Q3 2026, selling an estimated $30.9K and leaving 7,355 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #124.

BAM Wealth Management first reported a position in VGIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $485K in Q3 2025. 658 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • BAM Wealth Management held 7,355 shares of Vanguard Intermediate-Term Treasury ETF worth $417K as of Q3 2026.
  • BAM Wealth Management sold 532 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $30.9K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.23% of BAM Wealth Management's portfolio in Q3 2026, its #124 holding.
  • BAM Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $485K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.