Silver Oak Wealth Advisors Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Silver Oak Wealth Advisors Services’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	$225K	Buy	+3,773	New	+$226K	0.15%	36
2025 Q3	–	Sell	-6,924	Closed	-$414K	–	39
2025 Q2	$414K	Sell	6,924 -69,415	-91%	-$4.11M	0.3%	27
2025 Q1	$4.53M	Buy	76,339 +3,229	+4%	+$189K	4.04%	8
2024 Q4	$4.24M	Buy	+73,110	New	+$4.3M	3.67%	8

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 Wealth Advisors Services's VGIT Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026: 3,773 shares worth $225K. The stake represents 0.15% of the portfolio and ranks #36 among its holdings. This is a return to the name: Silver Oak Wealth Advisors Services previously reported a position in VGIT as recently as Q2 2025.

Silver Oak Wealth Advisors Services first reported a position in VGIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.53M in Q1 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Silver Oak Wealth Advisors Services held 3,773 shares of Vanguard Intermediate-Term Treasury ETF worth $225K as of Q1 2026.
Vanguard Intermediate-Term Treasury ETF was a new Silver Oak Wealth Advisors Services position in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.15% of Silver Oak Wealth Advisors Services's portfolio in Q1 2026, its #36 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
Silver Oak Wealth Advisors Services's Vanguard Intermediate-Term Treasury ETF position peaked at $4.53M in Q1 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.