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 Q3	$5.86M	Sell	103,457 -49,977	-33%	-$2.9M	3.12%	10
2026 Q2	$9.05M	Buy	153,434 +3,039	+2%	+$180K	4.82%	5
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

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

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

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Dynamic Wealth Strategies's VGIT Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 33% in Q3 2026, selling an estimated $2.9M and leaving 103,457 shares worth $5.86M. The position accounts for 3.12% of the portfolio, ranked #10.

Dynamic Wealth Strategies first reported a position in VGIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.05M in Q2 2026. 196 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Dynamic Wealth Strategies held 103,457 shares of Vanguard Intermediate-Term Treasury ETF worth $5.86M as of Q3 2026.
Dynamic Wealth Strategies sold 49,977 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $2.9M.
Vanguard Intermediate-Term Treasury ETF made up 3.12% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #10 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's Vanguard Intermediate-Term Treasury ETF position peaked at $9.05M in Q2 2026.
196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.