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 Q3	$307K	Buy	5,421 +1,615	+42%	+$93.8K	0.18%	30
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Silver Oak Wealth Advisors Services's VGIT Position: Q3 2026 in Review

Silver Oak Wealth Advisors Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 42% in Q3 2026, buying an estimated $93.8K and bringing the position to 5,421 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #30.

Silver Oak Wealth Advisors Services first reported a position in VGIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.53M in Q1 2025. 830 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Silver Oak Wealth Advisors Services held 5,421 shares of Vanguard Intermediate-Term Treasury ETF worth $307K as of Q3 2026.
Silver Oak Wealth Advisors Services bought 1,615 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $93.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.18% of Silver Oak Wealth Advisors Services's portfolio in Q3 2026, its #30 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Silver Oak Wealth Advisors Services's Vanguard Intermediate-Term Treasury ETF position peaked at $4.53M in Q1 2025.
830 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q3 2026, filed 9 Nov 2026.