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

Brickley 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 		$10.1M Buy
171,031
+12,534
+8% +$741K 1.45% 14
2026
Q1 		$9.44M Buy
158,497
+4,073
+3% +$244K 1.62% 13
2025
Q4 		$9.25M Buy
154,424
+7,102
+5% +$427K 1.56% 13
2025
Q3 		$8.84M Buy
147,322
+6,380
+5% +$381K 1.54% 13
2025
Q2 		$8.43M Buy
140,942
+2,983
+2% +$177K 1.65% 13
2025
Q1 		$8.19M Buy
137,959
+3,305
+2% +$193K 1.7% 13
2024
Q4 		$7.81M Buy
134,654
+10,778
+9% +$633K 1.59% 13
2024
Q3 		$7.48M Buy
123,876
+747
+0.6% +$44.6K 1.53% 14
2024
Q2 		$7.17M Buy
123,129
+3,866
+3% +$224K 1.57% 13
2024
Q1 		$6.98M Buy
119,263
+9,042
+8% +$531K 1.6% 14
2023
Q4 		$6.54M Sell
110,221
-2,312
-2% -$133K 1.58% 14
2023
Q3 		$6.43M Buy
112,533
+18,895
+20% +$1.1M 1.72% 13
2023
Q2 		$5.49M Buy
93,638
+434
+0.5% +$25.9K 1.39% 14
2023
Q1 		$5.59M Buy
93,204
+1,062
+1% +$62.9K 1.53% 14
2022
Q4 		$5.39M Sell
92,142
-17,619
-16% -$1.03M 1.6% 14
2022
Q3 		$6.4M Buy
109,761
+9,128
+9% +$553K 2.1% 13
2022
Q2 		$6.16M Sell
100,633
-20,606
-17% -$1.26M 1.9% 14
2022
Q1 		$7.63M Buy
+121,239
New +$7.84M 2.03% 13

Other funds holding VGIT

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return