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 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

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

Dynamic Wealth Strategies's VGIT Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2% in Q2 2026, buying an estimated $180K and bringing the position to 153,434 shares worth $9.05M. The position accounts for 4.82% of the portfolio, ranked #5.

Dynamic Wealth Strategies first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Dynamic Wealth Strategies held 153,434 shares of Vanguard Intermediate-Term Treasury ETF worth $9.05M as of Q2 2026.
Dynamic Wealth Strategies bought 3,039 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $180K.
Vanguard Intermediate-Term Treasury ETF made up 4.82% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #5 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.