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Oakmont Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Oakmont Advisory Group’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 		$1.21M Buy
20,451
+1,145
+6% +$67.7K 1.01% 16
2026
Q1 		$1.15M Buy
19,306
+582
+3% +$34.9K 1.17% 16
2025
Q4 		$1.12M Buy
+18,724
New +$1.13M 1.2% 20

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Oakmont Advisory Group's VGIT Position: Q2 2026 in Review

Oakmont Advisory Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.9% in Q2 2026, buying an estimated $67.7K and bringing the position to 20,451 shares worth $1.21M. The position accounts for 1.01% of the portfolio, ranked #16.

Oakmont Advisory Group first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 969 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Oakmont Advisory Group held 20,451 shares of Vanguard Intermediate-Term Treasury ETF worth $1.21M as of Q2 2026.
  • Oakmont Advisory Group bought 1,145 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $67.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Oakmont Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 969 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.