Mascoma Wealth Management LLC VGIT β€” VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF

Ownership history in Mascoma Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

Mascoma Wealth Management LLC reported VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF (VGIT) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 4.45% in 2026 Q1. The latest visible filing shows VGIT at 4.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mascoma Wealth Management LLC's position in VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VGIT was reported at 4.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VGIT stock page Mascoma Wealth Management LLC fund profile Mascoma Wealth Management LLC full holdings
How Mascoma Wealth Management LLC held VGIT β€” position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 361,188 +356,290 +7274.2% 4.45% $21.5M 2026-04-30 $59.10
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VGIT

As of 2026 Q1 β€” sorted by position size

LIBRA WEALTH LLC 3Y 18.23% BIRCHBROOK, INC. 17.13% OneAscent Investment Solutions LLC 15.99% Emprise Bank 14.07% Nova R Wealth, Inc. 3Y 12.86% MASTER'S WEALTH MANAGEMENT INC. 12.4% MASECO LLP 12.12% HBE Wealth Management, LLC 10.41% Bangor Savings Bank 3Y 7Y 10.12% CYPRESS FINANCIAL PLANNING LLC 3Y 10.04%

FAQ About Mascoma Wealth Management LLC and VGIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mascoma Wealth Management LLC reported owning VGIT?

Mascoma Wealth Management LLC reported VGIT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported VGIT position in Mascoma Wealth Management LLC's portfolio?

The largest reported portfolio weight for VGIT was 4.45% in 2026 Q1.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2026 Q1, when Mascoma Wealth Management LLC reported 361,188 shares, equal to 4.45% of portfolio, with an estimated market value of $21.5M.

What does the chart on this VGIT ownership page compare?

The chart compares Mascoma Wealth Management LLC's quarterly VGIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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