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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
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

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

DWM Financial Group's VGIT Position: Q2 2026 in Review

DWM Financial Group opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 120,240 shares worth $7.21M. The stake represents 6.42% of the portfolio and ranks #5 among its holdings. This is a return to the name: DWM Financial Group previously reported a position in VGIT as recently as Q2 2020.

DWM Financial Group first reported a position in VGIT in Q2 2020 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • DWM Financial Group held 120,240 shares of Vanguard Intermediate-Term Treasury ETF worth $7.21M as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new DWM Financial Group position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 6.42% of DWM Financial Group's portfolio in Q2 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 2 quarters since.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.