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

Birchbrook’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	$33.7M	Sell	571,005 -15,487	-3%	-$915K	15.81%	1
2026 Q1	$34.9M	Sell	586,492 -14,782	-2%	-$886K	17.13%	1
2025 Q4	$36M	Buy	601,274 +13,954	+2%	+$839K	17.97%	1
2025 Q3	$35.3M	Sell	587,320 -2,655	-0.5%	-$159K	18.23%	1
2025 Q2	$35.3M	Sell	589,975 -32,017	-5%	-$1.9M	18.91%	1
2025 Q1	$36.9M	Sell	621,992 -13,578	-2%	-$794K	20.76%	1
2024 Q4	$36.9M	Buy	635,570 +1,866	+0.3%	+$110K	20.96%	1
2024 Q3	$38.3M	Sell	633,704 -14,168	-2%	-$846K	21.23%	1
2024 Q2	$37.7M	Buy	647,872 +7,092	+1%	+$410K	22.63%	1
2024 Q1	$37.5M	Buy	640,780 +69,145	+12%	+$4.06M	22.31%	1
2023 Q4	$33.9M	Buy	+571,635	New	+$32.9M	22.36%	1

Other funds holding VGIT

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

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

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

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return