DWM Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

DWM Financial 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 Q3	$7.17M	Buy	126,570 +6,330	+5%	+$368K	5.61%	5
2026 Q2	$7.21M	Buy	+120,240	New	+$7.1M	6.42%	5
2020 Q3	–	Sell	-44,815	Closed	-$3.16M	–	20
2020 Q2	$3.16M	Buy	+44,815	New	+$3.15M	4.72%	14

Other funds holding VGIT

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

DWM Financial Group's VGIT Position: Q3 2026 in Review

DWM Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.3% in Q3 2026, buying an estimated $368K and bringing the position to 126,570 shares worth $7.17M. The position accounts for 5.61% of the portfolio, ranked #5.

DWM Financial Group first reported a position in VGIT in Q2 2020 and has held it in 3 quarters since. The position peaked at $7.21M in Q2 2026. 465 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

DWM Financial Group held 126,570 shares of Vanguard Intermediate-Term Treasury ETF worth $7.17M as of Q3 2026.
DWM Financial Group bought 6,330 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $368K.
Vanguard Intermediate-Term Treasury ETF made up 5.61% of DWM Financial Group's portfolio in Q3 2026, its #5 holding.
DWM Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 3 quarters since.
DWM Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $7.21M in Q2 2026.
465 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on DWM Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.