AllSquare Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

AllSquare Wealth 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
2025 Q3	$36.4K	Hold	607	–	–	0.02%	264
2025 Q2	$36.3K	Hold	607	–	–	0.02%	257
2025 Q1	$36.1K	Hold	607	–	–	0.02%	248
2024 Q4	$35.2K	Hold	607	–	–	0.02%	246
2024 Q3	$36.7K	Hold	607	–	–	0.02%	241
2024 Q2	$35.3K	Hold	607	–	–	0.02%	245
2024 Q1	$35.5K	Hold	607	–	–	0.02%	246
2023 Q4	$36K	Hold	607	–	–	0.02%	239
2023 Q3	$34.7K	Hold	607	–	–	0.02%	241
2023 Q2	$36K	Hold	607	–	–	0.02%	243
2023 Q1	$36.4K	Hold	607	–	–	0.02%	246
2022 Q4	$35.5K	Hold	607	–	–	0.02%	235
2022 Q3	$35K	Hold	607	–	–	0.03%	229
2022 Q2	$37K	Hold	607	–	–	0.03%	236
2022 Q1	$38K	Hold	607	–	–	0.02%	252
2021 Q4	$40K	Hold	607	–	–	0.02%	250
2021 Q3	$41K	Hold	607	–	–	0.02%	244
2021 Q2	$41K	Hold	607	–	–	0.02%	258
2021 Q1	$41K	Hold	607	–	–	0.03%	249
2020 Q4	$42K	Hold	607	–	–	0.03%	218
2020 Q3	$43K	Hold	607	–	–	0.03%	211
2020 Q2	$43K	Hold	607	–	–	0.03%	199
2020 Q1	$43K	Hold	607	–	–	0.04%	173
2019 Q4	$40K	Hold	607	–	–	0.03%	205
2019 Q3	$40K	Hold	607	–	–	0.03%	209
2019 Q2	$40K	Hold	607	–	–	0.03%	213
2019 Q1	$39K	Buy	+607	New	+$38.6K	0.03%	218
2015 Q2	–	Sell	-296	Closed	-$19K	–	339
2015 Q1	$19K	Hold	296	–	–	0.02%	182
2014 Q4	$19K	Buy	+296	New	+$19.1K	0.02%	180

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AllSquare Wealth Management's VGIT Position: Q3 2025 in Review

AllSquare Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2025 at 607 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #264.

AllSquare Wealth Management first reported a position in VGIT in Q4 2014 and has held it in 29 quarters since. The position peaked at $43K in Q3 2020. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

AllSquare Wealth Management held 607 shares of Vanguard Intermediate-Term Treasury ETF worth $36.4K as of Q3 2025.
AllSquare Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2025.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #264 holding.
AllSquare Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2014 and has held it in 29 quarters since.
AllSquare Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $43K in Q3 2020.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.