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Orcam Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Orcam Financial 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 		$2.89M Buy
49,065
+6,835
+16% +$404K 1.41% 12
2026
Q1 		$2.51M Sell
42,230
-13,232
-24% -$793K 1.79% 12
2025
Q4 		$3.32M Buy
55,462
+3,759
+7% +$226K 2.49% 8
2025
Q3 		$3.1M Sell
51,703
-2,813
-5% -$168K 2.51% 7
2025
Q2 		$3.26M Buy
54,516
+632
+1% +$37.4K 2.83% 7
2025
Q1 		$3.2M Buy
53,884
+1,693
+3% +$99K 3% 7
2024
Q4 		$3.03M Buy
52,191
+8,787
+20% +$516K 2.93% 7
2024
Q3 		$2.62M Buy
43,404
+5,662
+15% +$338K 2.54% 8
2024
Q2 		$2.2M Buy
37,742
+8,621
+30% +$498K 2.36% 9
2024
Q1 		$1.71M Buy
29,121
+7,557
+35% +$443K 1.87% 13
2023
Q4 		$1.28M Buy
21,564
+828
+4% +$47.7K 1.56% 13
2023
Q3 		$1.19M Buy
20,736
+3,736
+22% +$217K 1.59% 12
2023
Q2 		$997K Buy
17,000
+1,250
+8% +$74.5K 1.37% 15
2023
Q1 		$944K Buy
15,750
+250
+2% +$14.8K 1.31% 17
2022
Q4 		$906K Hold
15,500
– – 1.39% 17
2022
Q3 		$904K Hold
15,500
– – 1.53% 15
2022
Q2 		$948K Buy
15,500
+1,554
+11% +$95.2K 1.52% 15
2022
Q1 		$877K Buy
13,946
+8,046
+136% +$520K 1.25% 14
2021
Q4 		$392K Buy
+5,900
New +$395K 0.54% 22

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

Orcam Financial Group's VGIT Position: Q2 2026 in Review

Orcam Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q2 2026, buying an estimated $404K and bringing the position to 49,065 shares worth $2.89M. The position accounts for 1.41% of the portfolio, ranked #12.

Orcam Financial Group first reported a position in VGIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.32M in Q4 2025. 979 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Orcam Financial Group held 49,065 shares of Vanguard Intermediate-Term Treasury ETF worth $2.89M as of Q2 2026.
  • Orcam Financial Group bought 6,835 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $404K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.41% of Orcam Financial Group's portfolio in Q2 2026, its #12 holding.
  • Orcam Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Orcam Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $3.32M in Q4 2025.
  • 979 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.