Atria Wealth Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Atria Wealth Solutions’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 Q2	$4.62M	Sell	77,506 -25,442	-25%	-$1.51M	0.1%	227
2025 Q1	$6.12M	Buy	102,948 +23,432	+29%	+$1.37M	0.07%	282
2024 Q4	$4.61M	Sell	79,516 -11,072	-12%	-$651K	0.05%	374
2024 Q3	$5.47M	Sell	90,588 -263	-0.3%	-$15.7K	0.06%	323
2024 Q2	$5.29M	Buy	90,851 +7,489	+9%	+$433K	0.06%	327
2024 Q1	$4.88M	Buy	83,362 +15,308	+22%	+$898K	0.06%	349
2023 Q4	$4.04M	Sell	68,054 -15,875	-19%	-$915K	0.05%	367
2023 Q3	$4.8M	Sell	83,929 -2,596	-3%	-$151K	0.07%	301
2023 Q2	$5.08M	Buy	86,525 +26,308	+44%	+$1.57M	0.07%	284
2023 Q1	$3.61M	Buy	60,217 +2,070	+4%	+$123K	0.05%	353
2022 Q4	$3.4M	Buy	58,147 +6,219	+12%	+$364K	0.05%	349
2022 Q3	$3.03M	Buy	51,928 +23,119	+80%	+$1.4M	0.05%	342
2022 Q2	$1.76M	Sell	28,809 -7,513	-21%	-$460K	0.03%	490
2022 Q1	$2.29M	Buy	+36,322	New	+$2.35M	0.04%	445

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Atria Wealth Solutions's VGIT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 25% in Q2 2025, selling an estimated $1.51M and leaving 77,506 shares worth $4.62M. The position accounts for 0.1% of the portfolio, ranked #227.

Atria Wealth Solutions first reported a position in VGIT in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.12M in Q1 2025. 819 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Atria Wealth Solutions held 77,506 shares of Vanguard Intermediate-Term Treasury ETF worth $4.62M as of Q2 2025.
Atria Wealth Solutions sold 25,442 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $1.51M.
Vanguard Intermediate-Term Treasury ETF made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #227 holding.
Atria Wealth Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $6.12M in Q1 2025.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.