Advisory Research’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Advisory Research’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
2020 Q4	–	Sell	-3,934	Closed	-$277K	–	354
2020 Q3	$277K	Sell	3,934 -1,778	-31%	-$125K	0.03%	279
2020 Q2	$403K	Hold	5,712	–	–	0.04%	257
2020 Q1	$403K	Sell	5,712 -1,799	-24%	-$122K	0.03%	215
2019 Q4	$495K	Sell	7,511 -1,890	-20%	-$125K	0.02%	242
2019 Q3	$627K	Sell	9,401 -2,129	-18%	-$141K	0.03%	232
2019 Q2	$761K	Buy	+11,530	New	+$746K	0.02%	274

Other funds holding VGIT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Research's VGIT Position: Q4 2020 in Review

Advisory Research sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2020, closing a stake of 3,934 shares — an estimated $277K sold.

Advisory Research first reported a position in VGIT in Q2 2019 and held it in 6 quarters. The position peaked at $761K in Q2 2019. 341 funds tracked by Wall St. Rank hold VGIT as of Q4 2020.

Advisory Research reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Advisory Research sold 3,934 Vanguard Intermediate-Term Treasury ETF shares in Q4 2020, an estimated $277K.
Advisory Research first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and held it in 6 quarters.
Advisory Research's Vanguard Intermediate-Term Treasury ETF position peaked at $761K in Q2 2019.
341 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.