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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
Q2 		$224K Buy
3,806
+33
+0.9% +$1.95K 0.13% 36
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Silver Oak Wealth Advisors Services's VGIT Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.87% in Q2 2026, buying an estimated $1.95K and bringing the position to 3,806 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #36.

Silver Oak Wealth Advisors Services first reported a position in VGIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.53M in Q1 2025. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Silver Oak Wealth Advisors Services held 3,806 shares of Vanguard Intermediate-Term Treasury ETF worth $224K as of Q2 2026.
  • Silver Oak Wealth Advisors Services bought 33 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.95K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.13% of Silver Oak Wealth Advisors Services's portfolio in Q2 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 5 quarters since.
  • Silver Oak Wealth Advisors Services's Vanguard Intermediate-Term Treasury ETF position peaked at $4.53M in Q1 2025.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.