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Sellwood Investment Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sellwood Investment Partners’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 		$9.16M Sell
155,266
-4,435
-3% -$262K 3.23% 8
2026
Q1 		$9.51M Sell
159,701
-417
-0.3% -$25K 3.75% 8
2025
Q4 		$9.6M Buy
160,118
+4,107
+3% +$247K 3.75% 8
2025
Q3 		$9.37M Buy
156,011
+13,553
+10% +$809K 3.73% 8
2025
Q2 		$8.52M Sell
142,458
-3,280
-2% -$194K 4.07% 8
2025
Q1 		$8.66M Buy
145,738
+2,142
+1% +$125K 4.52% 8
2024
Q4 		$8.33M Buy
+143,596
New +$8.44M 4.48% 8

Other funds holding VGIT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sellwood Investment Partners's VGIT Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.8% in Q2 2026, selling an estimated $262K and leaving 155,266 shares worth $9.16M. The position accounts for 3.23% of the portfolio, ranked #8.

Sellwood Investment Partners first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.6M in Q4 2025. 533 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Sellwood Investment Partners held 155,266 shares of Vanguard Intermediate-Term Treasury ETF worth $9.16M as of Q2 2026.
  • Sellwood Investment Partners sold 4,435 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $262K.
  • Vanguard Intermediate-Term Treasury ETF made up 3.23% of Sellwood Investment Partners's portfolio in Q2 2026, its #8 holding.
  • Sellwood Investment Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Sellwood Investment Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $9.6M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.