OFG
VGIT icon

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

Oxford 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 		$117K Buy
+1,985
New +$117K 0.01% 254
2025
Q1 		– Sell
-2,965
Closed -$172K – 299
2024
Q4 		$172K Buy
+2,965
New +$174K 0.01% 246

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

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

Oxford Financial Group opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 1,985 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in VGIT as recently as Q4 2024.

Oxford Financial Group first reported a position in VGIT in Q4 2024 and has held it in 2 quarters since. The position peaked at $172K in Q4 2024. 980 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Oxford Financial Group held 1,985 shares of Vanguard Intermediate-Term Treasury ETF worth $117K as of Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF was a new Oxford Financial Group position in Q2 2026.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #254 holding.
  • Oxford Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • Oxford Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $172K in Q4 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.