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

Private Wealth Management 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	$25.1M	Buy	443,461 +30,469	+7%	+$1.77M	5.65%	5
2026 Q2	$24.4M	Buy	412,992 +13,026	+3%	+$770K	5.65%	4
2026 Q1	$23.8M	Buy	399,966 +19,225	+5%	+$1.15M	6.25%	4
2025 Q4	$22.8M	Buy	380,741 +22,476	+6%	+$1.35M	6.09%	4
2025 Q3	$21.5M	Buy	358,265 +17,428	+5%	+$1.04M	5.92%	4
2025 Q2	$20.4M	Buy	340,837 +9,030	+3%	+$535K	6.77%	2
2025 Q1	$19.7M	Buy	331,807 +16,253	+5%	+$951K	7.27%	2
2024 Q4	$18.3M	Buy	315,554 +9,646	+3%	+$567K	7.01%	2
2024 Q3	$18.5M	Buy	305,908 +13,338	+5%	+$796K	7.3%	2
2024 Q2	$17M	Buy	292,570 +11,167	+4%	+$646K	7.38%	2
2024 Q1	$16.5M	Buy	281,403 +49,619	+21%	+$2.91M	7.46%	3
2023 Q4	$13.7M	Buy	+231,784	New	+$13.4M	6.76%	3

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Private Wealth Management Group's VGIT Position: Q3 2026 in Review

Private Wealth Management Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.4% in Q3 2026, buying an estimated $1.77M and bringing the position to 443,461 shares worth $25.1M. The position accounts for 5.65% of the portfolio, ranked #5.

Private Wealth Management Group first reported a position in VGIT in Q4 2023 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Private Wealth Management Group held 443,461 shares of Vanguard Intermediate-Term Treasury ETF worth $25.1M as of Q3 2026.
Private Wealth Management Group bought 30,469 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.77M.
Vanguard Intermediate-Term Treasury ETF made up 5.65% of Private Wealth Management Group's portfolio in Q3 2026, its #5 holding.
Private Wealth Management Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
226 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.