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 Q3	$32.8M	Buy	579,148 +8,143	+1%	+$473K	15.72%	1
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Birchbrook's VGIT Position: Q3 2026 in Review

Birchbrook increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.4% in Q3 2026, buying an estimated $473K and bringing the position to 579,148 shares worth $32.8M. The position accounts for 15.72% of the portfolio, ranked #1.

Birchbrook first reported a position in VGIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $38.3M in Q3 2024. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Birchbrook held 579,148 shares of Vanguard Intermediate-Term Treasury ETF worth $32.8M as of Q3 2026.
Birchbrook bought 8,143 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $473K.
Vanguard Intermediate-Term Treasury ETF made up 15.72% of Birchbrook's portfolio in Q3 2026, its #1 holding.
Birchbrook first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Vanguard Intermediate-Term Treasury ETF position peaked at $38.3M in Q3 2024.
465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.