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Advisor Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Advisor Group’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
2019
Q4 		$6.34M Buy
96,220
+6,667
+7% +$442K 0.04% 345
2019
Q3 		$5.97M Buy
89,553
+19,718
+28% +$1.31M 0.04% 361
2019
Q2 		$4.61M Buy
69,835
+43,958
+170% +$2.85M 0.04% 418
2019
Q1 		$1.67M Buy
25,877
+16,146
+166% +$1.03M 0.01% 793
2018
Q4 		$620K Buy
9,731
+1,591
+20% +$99K 0.01% 1256
2018
Q3 		$505K Buy
8,140
+2,187
+37% +$137K 0.01% 1468
2018
Q2 		$373K Buy
5,953
+2,356
+65% +$147K 0.01% 1530
2018
Q1 		$226K Sell
3,597
-934
-21% -$58.8K ﹤0.01% 1880
2017
Q4 		$290K Sell
4,531
-693
-13% -$44.5K ﹤0.01% 1712
2017
Q3 		$338K Sell
5,224
-787
-13% -$51.1K 0.01% 1445
2017
Q2 		$387K Buy
6,011
+2,421
+67% +$157K 0.01% 1315
2017
Q1 		$231K Sell
3,590
-2,780
-44% -$178K ﹤0.01% 1546
2016
Q4 		$407K Sell
6,370
-1,424
-18% -$92.6K 0.01% 1123
2016
Q3 		$520K Buy
7,794
+3,121
+67% +$208K 0.01% 952
2016
Q2 		$312K Buy
+4,673
New +$310K 0.01% 1180

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's VGIT Position: Q4 2019 in Review

Advisor Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.4% in Q4 2019, buying an estimated $442K and bringing the position to 96,220 shares worth $6.34M. The position accounts for 0.04% of the portfolio, ranked #345.

Advisor Group first reported a position in VGIT in Q2 2016 and has held it in 15 quarters since. 233 funds tracked by Wall St. Rank hold VGIT as of Q4 2019.

  • Advisor Group held 96,220 shares of Vanguard Intermediate-Term Treasury ETF worth $6.34M as of Q4 2019.
  • Advisor Group bought 6,667 Vanguard Intermediate-Term Treasury ETF shares in Q4 2019, an estimated $442K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #345 holding.
  • Advisor Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2016 and has held it in 15 quarters since.
  • 233 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.