Asset Dedication LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Asset Dedication LLC’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	–	Sell	-662	Closed	-$39.6K	–	1243
2025 Q2	$39.6K	Buy	662 +580	+707%	+$34.3K	﹤0.01%	563
2025 Q1	$4.87K	Hold	82	–	–	﹤0.01%	859
2024 Q4	$4.76K	Buy	+82	New	+$4.82K	﹤0.01%	867
2024 Q2	–	Sell	-18	Closed	-$1K	–	1224
2024 Q1	$1K	Buy	+18	New	+$1.06K	﹤0.01%	961

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

BTI

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

Asset Dedication LLC's VGIT Position: Q3 2025 in Review

Asset Dedication LLC sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 662 shares — an estimated $39.6K sold.

Asset Dedication LLC first reported a position in VGIT in Q1 2024 and held it in 4 quarters. The position peaked at $39.6K in Q2 2025. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

Asset Dedication LLC reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Asset Dedication LLC sold 662 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $39.6K.
Asset Dedication LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and held it in 4 quarters.
Asset Dedication LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $39.6K in Q2 2025.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.