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

JDH Wealth Management’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 		$6.17M Buy
104,682
+7,719
+8% +$456K 3.76% 10
2026
Q1 		$5.77M Buy
96,963
+11,946
+14% +$716K 3.89% 10
2025
Q4 		$5.1M Buy
85,017
+8,413
+11% +$506K 3.49% 10
2025
Q3 		$4.6M Buy
76,604
+12,841
+20% +$767K 3.26% 10
2025
Q2 		$3.81M Buy
63,763
+10,869
+21% +$643K 2.92% 12
2025
Q1 		$3.14M Buy
52,894
+11,020
+26% +$645K 2.7% 13
2024
Q4 		$2.43M Buy
+41,874
New +$2.46M 2.13% 14

Other funds holding VGIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

JDH Wealth Management's VGIT Position: Q2 2026 in Review

JDH Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8% in Q2 2026, buying an estimated $456K and bringing the position to 104,682 shares worth $6.17M. The position accounts for 3.76% of the portfolio, ranked #10.

JDH Wealth Management first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • JDH Wealth Management held 104,682 shares of Vanguard Intermediate-Term Treasury ETF worth $6.17M as of Q2 2026.
  • JDH Wealth Management bought 7,719 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $456K.
  • Vanguard Intermediate-Term Treasury ETF made up 3.76% of JDH Wealth Management's portfolio in Q2 2026, its #10 holding.
  • JDH Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.