Brandywine Oak Private Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Brandywine Oak Private Wealth’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	$57.5M	Buy	974,352 +64,696	+7%	+$3.82M	4.36%	5
2026 Q1	$54.2M	Buy	909,656 +2,178	+0.2%	+$130K	4.55%	5
2025 Q4	$54.4M	Buy	907,478 +13,048	+1%	+$785K	4.56%	5
2025 Q3	$53.7M	Sell	894,430 -107,712	-11%	-$6.43M	4.66%	5
2025 Q2	$59.9M	Buy	1,002,142 +12,406	+1%	+$734K	5.55%	4
2025 Q1	$58.8M	Sell	989,736 -1,283	-0.1%	-$75.1K	5.77%	4
2024 Q4	$57.5M	Sell	991,019 -21,445	-2%	-$1.26M	5.62%	4
2024 Q3	$61.2M	Buy	1,012,464 +6,916	+0.7%	+$413K	5.92%	4
2024 Q2	$58.6M	Buy	1,005,548 +278,817	+38%	+$16.1M	6.01%	4
2024 Q1	$42.5M	Buy	726,731 +22,340	+3%	+$1.31M	4.43%	5
2023 Q4	$41.8M	Buy	704,391 +5,983	+0.9%	+$345K	4.64%	6
2023 Q3	$39.9M	Buy	698,408 +418,552	+150%	+$24.3M	4.68%	5
2023 Q2	$16.4M	Buy	279,856 +10,526	+4%	+$628K	1.84%	14
2023 Q1	$16.1M	Buy	+269,330	New	+$16M	1.88%	13

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brandywine Oak Private Wealth's VGIT Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.1% in Q2 2026, buying an estimated $3.82M and bringing the position to 974,352 shares worth $57.5M. The position accounts for 4.36% of the portfolio, ranked #5.

Brandywine Oak Private Wealth first reported a position in VGIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $61.2M in Q3 2024. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Brandywine Oak Private Wealth held 974,352 shares of Vanguard Intermediate-Term Treasury ETF worth $57.5M as of Q2 2026.
Brandywine Oak Private Wealth bought 64,696 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.82M.
Vanguard Intermediate-Term Treasury ETF made up 4.36% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #5 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Brandywine Oak Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $61.2M in Q3 2024.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.