VGIT VANGUARD INTER-TRM TREAS INDEX

Ownership history in Oakworth Capital, Inc.  ·  10 quarters on record

AI Ownership Summary

Oakworth Capital, Inc. reported VANGUARD INTER-TRM TREAS INDEX (VGIT) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.49% in 2025 Q1. The latest visible filing shows VGIT at 2.42% 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 Oakworth Capital, Inc.'s position in VANGUARD INTER-TRM TREAS INDEX, 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
2025 Q4

VGIT was reported at 2.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Oakworth Capital, Inc. held VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 740,593 +74,347 +11.2% 2.42% $44.4M 2026-02-14 (Est.) $60.02
2025 Q3 ADDED 666,246 +29,915 +4.7% 2.31% $40.0M 2025-11-04 $59.10
2025 Q2 ADDED 636,331 +33,592 +5.6% 2.45% $38.1M 2025-07-17 $57.44
2025 Q1 ADDED 602,739 +9,147 +1.5% 2.49% $35.8M 2025-04-24 $57.14
2024 Q4 ADDED 593,592 +33,271 +5.9% 2.37% $34.4M 2025-01-27 $55.61
2024 Q3 ADDED 560,321 +54,456 +10.8% 2.35% $33.9M 2024-10-21 $55.89
2024 Q2 ADDED 505,865 +12,395 +2.5% 2.15% $29.5M 2024-07-19 $54.95
2024 Q1 ADDED 493,470 +44,419 +9.9% 2.18% $28.9M 2024-04-22 $53.14
2023 Q4 ADDED 449,051 +446,212 +15717.2% 2.14% $26.6M 2024-01-31 $54.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Oakworth Capital, Inc. and VGIT

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

How long has Oakworth Capital, Inc. reported owning VGIT?

Oakworth Capital, Inc. reported VGIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGIT position in Oakworth Capital, Inc.'s portfolio?

The largest reported portfolio weight for VGIT was 2.49% in 2025 Q1.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when Oakworth Capital, Inc. reported 740,593 shares, equal to 2.42% of portfolio, with an estimated market value of $44.4M.

What does the chart on this VGIT ownership page compare?

The chart compares Oakworth Capital, Inc.'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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