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Brookwood Investment Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Brookwood Investment Group’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 		$919K Buy
+15,581
New +$921K 0.1% 194
2026
Q1 		– Sell
-4,445
Closed -$266K – 599
2025
Q4 		$266K Buy
+4,445
New +$267K 0.03% 417

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brookwood Investment Group's VGIT Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 15,581 shares worth $919K. The stake represents 0.1% of the portfolio and ranks #194 among its holdings. This is a return to the name: Brookwood Investment Group previously reported a position in VGIT as recently as Q4 2025.

Brookwood Investment Group first reported a position in VGIT in Q4 2025 and has held it in 2 quarters since. 973 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Brookwood Investment Group held 15,581 shares of Vanguard Intermediate-Term Treasury ETF worth $919K as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Brookwood Investment Group position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #194 holding.
  • Brookwood Investment Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 973 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.