Dynamic Wealth Strategies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Dynamic Wealth Strategies’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 Q1	$8.96M	Buy	150,395 +4,010	+3%	+$240K	5.18%	6
2025 Q4	$8.77M	Buy	146,385 +8,008	+6%	+$482K	5.22%	6
2025 Q3	$8.31M	Buy	138,377 +32,387	+31%	+$1.93M	5.55%	5
2025 Q2	$6.34M	Buy	105,990 +40,366	+62%	+$2.39M	4.57%	7
2025 Q1	$3.9M	Buy	65,624 +77	+0.1%	+$4.5K	3.24%	9
2024 Q4	$3.8M	Sell	65,547 -57,369	-47%	-$3.37M	3.38%	9
2024 Q3	$7.43M	Buy	122,916 +4,679	+4%	+$279K	6.06%	6
2024 Q2	$6.88M	Sell	118,237 -2,245	-2%	-$130K	5.92%	6
2024 Q1	$7.05M	Buy	120,482 +3,605	+3%	+$212K	6.03%	6
2023 Q4	$6.93M	Buy	+116,877	New	+$6.74M	6.38%	5

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Dynamic Wealth Strategies's VGIT Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.7% in Q1 2026, buying an estimated $240K and bringing the position to 150,395 shares worth $8.96M. The position accounts for 5.18% of the portfolio, ranked #6.

Dynamic Wealth Strategies first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Dynamic Wealth Strategies held 150,395 shares of Vanguard Intermediate-Term Treasury ETF worth $8.96M as of Q1 2026.
Dynamic Wealth Strategies bought 4,010 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $240K.
Vanguard Intermediate-Term Treasury ETF made up 5.18% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #6 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.