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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
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

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

Orcam Financial Group's VGIT Position: Q1 2026 in Review

Orcam Financial Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 24% in Q1 2026, selling an estimated $793K and leaving 42,230 shares worth $2.51M. The position accounts for 1.79% of the portfolio, ranked #12.

Orcam Financial Group first reported a position in VGIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.32M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Orcam Financial Group held 42,230 shares of Vanguard Intermediate-Term Treasury ETF worth $2.51M as of Q1 2026.
  • Orcam Financial Group sold 13,232 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $793K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.79% of Orcam Financial Group's portfolio in Q1 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 18 quarters since.
  • Orcam Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $3.32M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.