BSW Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

BSW Wealth Partners’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	$36.9M	Buy	625,686 +69,802	+13%	+$4.12M	4.1%	5
2026 Q1	$33.1M	Sell	555,884 -8,176	-1%	-$490K	4.04%	4
2025 Q4	$33.8M	Buy	564,060 +23,287	+4%	+$1.4M	4.06%	4
2025 Q3	$32.5M	Buy	540,773 +40,226	+8%	+$2.4M	4.04%	4
2025 Q2	$29.9M	Buy	500,547 +36,686	+8%	+$2.17M	4.1%	5
2025 Q1	$27.6M	Buy	463,861 +35,234	+8%	+$2.06M	4.18%	5
2024 Q4	$24.9M	Buy	428,627 +19,970	+5%	+$1.17M	3.65%	7
2024 Q3	$24.7M	Buy	408,657 +14,745	+4%	+$880K	3.71%	6
2024 Q2	$22.9M	Buy	393,912 +33,744	+9%	+$1.95M	3.76%	6
2024 Q1	$21.1M	Buy	360,168 +14,899	+4%	+$874K	3.57%	5
2023 Q4	$20.5M	Buy	345,269 +14,281	+4%	+$823K	4.06%	6
2023 Q3	$18.9M	Buy	330,988 +20,590	+7%	+$1.19M	4.21%	6
2023 Q2	$18.2M	Buy	310,398 +21,834	+8%	+$1.3M	3.8%	6
2023 Q1	$17.3M	Buy	288,564 +10,916	+4%	+$647K	3.54%	6
2022 Q4	$16.2M	Sell	277,648 -122,774	-31%	-$7.18M	3.49%	6
2022 Q3	$23.3M	Buy	400,422 +75,965	+23%	+$4.61M	5.73%	3
2022 Q2	$19.8M	Buy	+324,457	New	+$19.9M	4.76%	3

Other funds holding VGIT

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

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

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

BSW Wealth Partners's VGIT Position: Q2 2026 in Review

BSW Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 13% in Q2 2026, buying an estimated $4.12M and bringing the position to 625,686 shares worth $36.9M. The position accounts for 4.1% of the portfolio, ranked #5.

BSW Wealth Partners first reported a position in VGIT in Q2 2022 and has held it in 17 quarters since. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

BSW Wealth Partners held 625,686 shares of Vanguard Intermediate-Term Treasury ETF worth $36.9M as of Q2 2026.
BSW Wealth Partners bought 69,802 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $4.12M.
Vanguard Intermediate-Term Treasury ETF made up 4.1% of BSW Wealth Partners's portfolio in Q2 2026, its #5 holding.
BSW Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.