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Advisors Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Advisors Asset Management’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
2021
Q4 		– Sell
-709
Closed -$48K – 1523
2021
Q3 		$48K Sell
709
-701
-50% -$47.8K ﹤0.01% 1384
2021
Q2 		$96K Sell
1,410
-1,114
-44% -$75.4K ﹤0.01% 1308
2021
Q1 		$170K Sell
2,524
-130
-5% -$8.89K ﹤0.01% 1246
2020
Q4 		$184K Buy
2,654
+165
+7% +$11.5K ﹤0.01% 1246
2020
Q3 		$175K Buy
2,489
+916
+58% +$64.6K ﹤0.01% 1207
2020
Q2 		$111K Buy
1,573
+657
+72% +$46.3K ﹤0.01% 1282
2020
Q1 		$64.6K Buy
+916
New +$62.1K ﹤0.01% 1282

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Asset Management's VGIT Position: Q4 2021 in Review

Advisors Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 709 shares — an estimated $48K sold.

Advisors Asset Management first reported a position in VGIT in Q1 2020 and held it in 7 quarters. The position peaked at $184K in Q4 2020. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

  • Advisors Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Advisors Asset Management sold 709 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $48K.
  • Advisors Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 7 quarters.
  • Advisors Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $184K in Q4 2020.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Advisors Asset Management's 13F filing for Q4 2021, filed 15 Feb 2022.