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SkyOak Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SkyOak Wealth’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 		$1.12M Sell
18,872
-1,852
-9% -$111K 0.21% 79
2025
Q4 		$1.24M Buy
20,724
+4,987
+32% +$300K 0.22% 76
2025
Q3 		$945K Sell
15,737
-455
-3% -$27.2K 0.18% 84
2025
Q2 		$968K Hold
16,192
– – 0.19% 81
2025
Q1 		$962K Buy
16,192
+441
+3% +$25.8K 0.21% 77
2024
Q4 		$914K Buy
15,751
+2,886
+22% +$170K 0.2% 78
2024
Q3 		$777K Buy
12,865
+951
+8% +$56.8K 0.17% 85
2024
Q2 		$694K Buy
11,914
+34
+0.3% +$1.97K 0.16% 92
2024
Q1 		$696K Sell
11,880
-213
-2% -$12.5K 0.17% 95
2023
Q4 		$717K Sell
12,093
-81,822
-87% -$4.72M 0.19% 95
2023
Q3 		$5.37M Buy
93,915
+8,627
+10% +$500K 1.57% 15
2023
Q2 		$5M Buy
85,288
+81,671
+2,258% +$4.87M 1.41% 17
2023
Q1 		$217K Hold
3,617
– – 0.07% 216
2022
Q4 		$212K Buy
+3,617
New +$211K 0.07% 199
2022
Q2 		– Sell
-3,276
Closed -$206K – 257
2022
Q1 		$206K Sell
3,276
-4,992
-60% -$323K 0.06% 221
2021
Q4 		$550K Sell
8,268
-198
-2% -$13.3K 0.14% 127
2021
Q3 		$572K Sell
8,466
-449
-5% -$30.6K 0.15% 121
2021
Q2 		$605K Sell
8,915
-115
-1% -$7.78K 0.16% 115
2021
Q1 		$611K Sell
9,030
-606
-6% -$41.4K 0.17% 115
2020
Q4 		$669K Buy
9,636
+53
+0.6% +$3.71K 0.21% 109
2020
Q3 		$675K Buy
9,583
+3,751
+64% +$265K 0.24% 96
2020
Q2 		$412K Sell
5,832
-3,155
-35% -$222K 0.15% 142
2020
Q1 		$634K Buy
+8,987
New +$609K 0.32% 74

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

SkyOak Wealth's VGIT Position: Q1 2026 in Review

SkyOak Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.9% in Q1 2026, selling an estimated $111K and leaving 18,872 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #79.

SkyOak Wealth first reported a position in VGIT in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.37M in Q3 2023. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • SkyOak Wealth held 18,872 shares of Vanguard Intermediate-Term Treasury ETF worth $1.12M as of Q1 2026.
  • SkyOak Wealth sold 1,852 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $111K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.21% of SkyOak Wealth's portfolio in Q1 2026, its #79 holding.
  • SkyOak Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 23 quarters since.
  • SkyOak Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $5.37M in Q3 2023.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.