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

Dakota 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	$36.1M	Buy	612,868 +108,056	+21%	+$6.38M	0.69%	34
2026 Q1	$30.1M	Buy	504,812 +68,577	+16%	+$4.11M	0.65%	39
2025 Q4	$26.1M	Buy	436,235 +161,689	+59%	+$9.72M	0.46%	46
2025 Q3	$16.5M	Buy	274,546 +22,452	+9%	+$1.34M	0.33%	61
2025 Q2	$15.1M	Buy	252,094 +55,150	+28%	+$3.26M	0.32%	61
2025 Q1	$11.7M	Buy	196,944 +15,278	+8%	+$894K	0.27%	79
2024 Q4	$10.5M	Buy	181,666 +165,662	+1,035%	+$9.74M	0.24%	90
2024 Q3	$967K	Sell	16,004 -1,690	-10%	-$101K	0.02%	376
2024 Q2	$1.03M	Sell	17,694 -2,656	-13%	-$154K	0.02%	363
2024 Q1	$1.19M	Sell	20,350 -1,372	-6%	-$80.5K	0.03%	340
2023 Q4	$1.29M	Sell	21,722 -2,903	-12%	-$167K	0.05%	273
2023 Q3	$1.41M	Buy	+24,625	New	+$1.43M	0.06%	241

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

Dakota Wealth Management's VGIT Position: Q2 2026 in Review

Dakota Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 21% in Q2 2026, buying an estimated $6.38M and bringing the position to 612,868 shares worth $36.1M. The position accounts for 0.69% of the portfolio, ranked #34.

Dakota Wealth Management first reported a position in VGIT in Q3 2023 and has held it in 12 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Dakota Wealth Management held 612,868 shares of Vanguard Intermediate-Term Treasury ETF worth $36.1M as of Q2 2026.
Dakota Wealth Management bought 108,056 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $6.38M.
Vanguard Intermediate-Term Treasury ETF made up 0.69% of Dakota Wealth Management's portfolio in Q2 2026, its #34 holding.
Dakota Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.