Five Pine Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$13.3M Buy
234,960
+49,662
+27% +$2.88M 7.53% 5
2026
Q2
$10.9M Buy
185,298
+14,482
+8% +$856K 6.18% 6
2026
Q1
$10.2M Buy
170,816
+12,617
+8% +$756K 6.32% 6
2025
Q4
$9.48M Buy
158,199
+23,015
+17% +$1.38M 6.08% 6
2025
Q3
$8.12M Buy
135,184
+40,672
+43% +$2.43M 5.49% 7
2025
Q2
$5.67M Buy
94,512
+12,856
+16% +$761K 4.2% 7
2025
Q1
$4.85M Buy
81,656
+10,920
+15% +$639K 3.95% 8
2024
Q4
$4.1M Buy
+70,736
New +$4.16M 3.46% 9

Other funds holding VGIT

Five Pine Wealth Management's VGIT Position: Q3 2026 in Review

Five Pine Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 27% in Q3 2026, buying an estimated $2.88M and bringing the position to 234,960 shares worth $13.3M. The position accounts for 7.53% of the portfolio, ranked #5.

Five Pine Wealth Management first reported a position in VGIT in Q4 2024 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Five Pine Wealth Management held 234,960 shares of Vanguard Intermediate-Term Treasury ETF worth $13.3M as of Q3 2026.
  • Five Pine Wealth Management bought 49,662 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $2.88M.
  • Vanguard Intermediate-Term Treasury ETF made up 7.53% of Five Pine Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Five Pine Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • 320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.