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

Rockwood Wealth Management’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	$1.42M	Buy	24,115 +7,221	+43%	+$427K	0.09%	43
2026 Q1	$1.01M	Buy	16,894 +926	+6%	+$55.5K	0.07%	48
2025 Q4	$957K	Buy	15,968 +5,362	+51%	+$322K	0.07%	47
2025 Q3	$637K	Sell	10,606 -4,084	-28%	-$244K	0.05%	53
2025 Q2	$879K	Buy	14,690 +2,290	+18%	+$136K	0.08%	47
2025 Q1	$737K	Buy	12,400 +5,617	+83%	+$329K	0.08%	42
2024 Q4	$394K	Buy	+6,783	New	+$399K	0.04%	59

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Rockwood Wealth Management's VGIT Position: Q2 2026 in Review

Rockwood Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 43% in Q2 2026, buying an estimated $427K and bringing the position to 24,115 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #43.

Rockwood Wealth Management first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Rockwood Wealth Management held 24,115 shares of Vanguard Intermediate-Term Treasury ETF worth $1.42M as of Q2 2026.
Rockwood Wealth Management bought 7,221 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $427K.
Vanguard Intermediate-Term Treasury ETF made up 0.09% of Rockwood Wealth Management's portfolio in Q2 2026, its #43 holding.
Rockwood Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
495 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.