Silver Oak Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Silver Oak Advisory 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 Q1	$1.47M	Sell	24,688 -229	-0.9%	-$13.7K	0.63%	22
2025 Q4	$1.49M	Buy	24,917 +3,952	+19%	+$238K	0.68%	24
2025 Q3	$1.26M	Buy	20,965 +1,519	+8%	+$90.7K	0.57%	25
2025 Q2	$1.16M	Buy	19,446 +1,393	+8%	+$82.5K	0.56%	26
2025 Q1	$1.07M	Buy	18,053 +24	+0.1%	+$1.4K	0.57%	23
2024 Q4	$1.04M	Buy	18,029 +2,074	+13%	+$122K	0.55%	25
2024 Q3	$963K	Buy	15,955 +171	+1%	+$10.2K	0.49%	26
2024 Q2	$919K	Buy	15,784 +3,687	+30%	+$213K	0.51%	26
2024 Q1	$709K	Buy	12,097 +8,420	+229%	+$494K	0.4%	30
2023 Q4	$218K	Buy	3,677 +29	+0.8%	+$1.67K	0.13%	60
2023 Q3	$208K	Buy	+3,648	New	+$211K	0.13%	60

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Silver Oak Advisory Group's VGIT Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.92% in Q1 2026, selling an estimated $13.7K and leaving 24,688 shares worth $1.47M. The position accounts for 0.63% of the portfolio, ranked #22.

Silver Oak Advisory Group first reported a position in VGIT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Silver Oak Advisory Group held 24,688 shares of Vanguard Intermediate-Term Treasury ETF worth $1.47M as of Q1 2026.
Silver Oak Advisory Group sold 229 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $13.7K.
Vanguard Intermediate-Term Treasury ETF made up 0.63% of Silver Oak Advisory Group's portfolio in Q1 2026, its #22 holding.
Silver Oak Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Silver Oak Advisory Group's Vanguard Intermediate-Term Treasury ETF position peaked at $1.49M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.