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Oak Harbor Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-26
Closed -$1.55K – 293
2026
Q1 		$1.55K Hold
26
– – ﹤0.01% 272
2025
Q4 		$1.56K Buy
+26
New +$1.56K ﹤0.01% 273

Other funds holding VGIT

Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Oak Harbor Wealth Partners's VGIT Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026, closing a stake of 26 shares — an estimated $1.55K sold.

Oak Harbor Wealth Partners first reported a position in VGIT in Q4 2025 and held it in 2 quarters. The position peaked at $1.56K in Q4 2025. 982 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 26 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.55K.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $1.56K in Q4 2025.
  • 982 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.