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

Oakworth 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 Q2	$50.1M	Buy	851,504 +51,437	+6%	+$3.04M	2.38%	12
2026 Q1	$47.6M	Buy	800,067 +59,474	+8%	+$3.56M	2.52%	13
2025 Q4	$44.4M	Buy	740,593 +74,347	+11%	+$4.47M	2.42%	12
2025 Q3	$40M	Buy	666,246 +29,915	+5%	+$1.79M	2.31%	12
2025 Q2	$38.1M	Buy	636,331 +33,592	+6%	+$1.99M	2.45%	11
2025 Q1	$35.8M	Buy	602,739 +9,147	+2%	+$535K	2.49%	12
2024 Q4	$34.4M	Buy	593,592 +33,271	+6%	+$1.96M	2.37%	12
2024 Q3	$33.9M	Buy	560,321 +54,456	+11%	+$3.25M	2.35%	12
2024 Q2	$29.5M	Buy	505,865 +12,395	+3%	+$717K	2.15%	15
2024 Q1	$28.9M	Buy	493,470 +44,419	+10%	+$2.61M	2.18%	14
2023 Q4	$26.6M	Buy	+449,051	New	+$25.9M	2.14%	14
2020 Q3	–	Sell	-2,839	Closed	-$200K	–	616
2020 Q2	$200K	Buy	+2,839	New	+$200K	0.04%	143

Other funds holding VGIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Oakworth Capital's VGIT Position: Q2 2026 in Review

Oakworth Capital increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.4% in Q2 2026, buying an estimated $3.04M and bringing the position to 851,504 shares worth $50.1M. The position accounts for 2.38% of the portfolio, ranked #12.

Oakworth Capital first reported a position in VGIT in Q2 2020 and has held it in 12 quarters since. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Oakworth Capital held 851,504 shares of Vanguard Intermediate-Term Treasury ETF worth $50.1M as of Q2 2026.
Oakworth Capital bought 51,437 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.04M.
Vanguard Intermediate-Term Treasury ETF made up 2.38% of Oakworth Capital's portfolio in Q2 2026, its #12 holding.
Oakworth Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 12 quarters since.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.