Portside Wealth Group
VGIT icon

Portside Wealth Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Portside Wealth 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
Q3 		$336K Sell
5,929
-346
-6% -$20.1K 0.04% 379
2026
Q2 		$370K Buy
6,275
+525
+9% +$31K 0.04% 358
2026
Q1 		$342K Sell
5,750
-399
-6% -$23.9K 0.05% 340
2025
Q4 		$369K Buy
6,149
+1,135
+23% +$68.3K 0.05% 320
2025
Q3 		$301K Buy
+5,014
New +$299K 0.04% 375

Other funds holding VGIT

Blue Trust Inc
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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Portside Wealth Group's VGIT Position: Q3 2026 in Review

Portside Wealth Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.5% in Q3 2026, selling an estimated $20.1K and leaving 5,929 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #379.

Portside Wealth Group first reported a position in VGIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $370K in Q2 2026. 211 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Portside Wealth Group held 5,929 shares of Vanguard Intermediate-Term Treasury ETF worth $336K as of Q3 2026.
  • Portside Wealth Group sold 346 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $20.1K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #379 holding.
  • Portside Wealth Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Portside Wealth Group's Vanguard Intermediate-Term Treasury ETF position peaked at $370K in Q2 2026.
  • 211 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.