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

Dopkins 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	$6.25M	Buy	105,994 +9,555	+10%	+$565K	2.27%	13
2026 Q1	$5.74M	Buy	96,439 +5,025	+5%	+$301K	2.31%	11
2025 Q4	$5.48M	Buy	91,414 +9,924	+12%	+$597K	2.24%	13
2025 Q3	$4.89M	Buy	81,490 +2,989	+4%	+$178K	2.06%	14
2025 Q2	$4.7M	Buy	78,501 +12,863	+20%	+$761K	2.11%	14
2025 Q1	$3.9M	Buy	65,638 +6,848	+12%	+$401K	1.98%	12
2024 Q4	$3.41M	Buy	58,790 +47,575	+424%	+$2.8M	1.74%	12
2024 Q3	$678K	Sell	11,215 -8,160	-42%	-$487K	0.55%	25
2024 Q2	$1.13M	Buy	19,375 +2,518	+15%	+$146K	0.69%	23
2024 Q1	$987K	Buy	+16,857	New	+$989K	0.59%	25
2023 Q4	–	Sell	-11,922	Closed	-$681K	–	55
2023 Q3	$681K	Buy	+11,922	New	+$691K	0.52%	24

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

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

Dopkins Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.9% in Q2 2026, buying an estimated $565K and bringing the position to 105,994 shares worth $6.25M. The position accounts for 2.27% of the portfolio, ranked #13.

Dopkins Wealth Management first reported a position in VGIT in Q3 2023 and has held it in 11 quarters since. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Dopkins Wealth Management held 105,994 shares of Vanguard Intermediate-Term Treasury ETF worth $6.25M as of Q2 2026.
Dopkins Wealth Management bought 9,555 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $565K.
Vanguard Intermediate-Term Treasury ETF made up 2.27% of Dopkins Wealth Management's portfolio in Q2 2026, its #13 holding.
Dopkins Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.