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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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Portside Wealth Group's VGIT Position: Q2 2026 in Review

Portside Wealth Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.1% in Q2 2026, buying an estimated $31K and bringing the position to 6,275 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #358.

Portside Wealth Group first reported a position in VGIT in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Portside Wealth Group held 6,275 shares of Vanguard Intermediate-Term Treasury ETF worth $370K as of Q2 2026.
  • Portside Wealth Group bought 525 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $31K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #358 holding.
  • Portside Wealth Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.