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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
Q1 		$1.55K Hold
26
– – ﹤0.01% 272
2025
Q4 		$1.56K Buy
+26
New +$1.56K ﹤0.01% 273

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Oak Harbor Wealth Partners's VGIT Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 26 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Oak Harbor Wealth Partners first reported a position in VGIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.56K in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Oak Harbor Wealth Partners held 26 shares of Vanguard Intermediate-Term Treasury ETF worth $1.55K as of Q1 2026.
  • Oak Harbor Wealth Partners left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #272 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Oak Harbor Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $1.56K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.