Oak Grove Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Oak Grove Capital’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	$227K	Hold	4,000	–	–	0.01%	109
2026 Q2	$236K	Sell	4,000 -2,500	-38%	-$148K	0.01%	103
2026 Q1	$387K	Sell	6,500 -2,000	-24%	-$120K	0.03%	79
2025 Q4	$509K	Buy	+8,500	New	+$511K	0.06%	62

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Oak Grove Capital's VGIT Position: Q3 2026 in Review

Oak Grove Capital held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2026 at 4,000 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #109.

Oak Grove Capital first reported a position in VGIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $509K in Q4 2025. 574 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Oak Grove Capital held 4,000 shares of Vanguard Intermediate-Term Treasury ETF worth $227K as of Q3 2026.
Oak Grove Capital left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Oak Grove Capital's portfolio in Q3 2026, its #109 holding.
Oak Grove Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
Oak Grove Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $509K in Q4 2025.
574 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.