Agilis Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Agilis Partners’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
2024 Q4	$6.07M	Sell	104,602 -1,599	-2%	-$94K	1.83%	10
2024 Q3	$6.42M	Hold	106,201	–	–	1.8%	9
2024 Q2	$6.18M	Sell	106,201 -1,889	-2%	-$109K	1.88%	10
2024 Q1	$6.33M	Hold	108,090	–	–	1.62%	10
2023 Q4	$6.41M	Buy	+108,090	New	+$6.23M	1.69%	11

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Agilis Partners's VGIT Position: Q4 2024 in Review

Agilis Partners reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.5% in Q4 2024, selling an estimated $94K and leaving 104,602 shares worth $6.07M. The position accounts for 1.83% of the portfolio, ranked #10.

Agilis Partners first reported a position in VGIT in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.42M in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Agilis Partners held 104,602 shares of Vanguard Intermediate-Term Treasury ETF worth $6.07M as of Q4 2024.
Agilis Partners sold 1,599 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $94K.
Vanguard Intermediate-Term Treasury ETF made up 1.83% of Agilis Partners's portfolio in Q4 2024, its #10 holding.
Agilis Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 5 quarters since.
Agilis Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $6.42M in Q3 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Agilis Partners's 13F filing for Q4 2024, filed 30 Jan 2025.