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

Avantax Advisory Services’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	$5.79M	Sell	96,875 -8,577	-8%	-$508K	0.03%	410
2025 Q1	$6.26M	Buy	105,452 +46,488	+79%	+$2.72M	0.04%	347
2024 Q4	$3.42M	Buy	58,964 +5,322	+10%	+$313K	0.02%	516
2024 Q3	$3.24M	Buy	53,642 +7,227	+16%	+$431K	0.02%	517
2024 Q2	$2.7M	Buy	46,415 +145	+0.3%	+$8.38K	0.02%	558
2024 Q1	$2.71M	Buy	46,270 +38,102	+466%	+$2.24M	0.02%	456
2023 Q4	$485K	Buy	8,168 +2,958	+57%	+$170K	﹤0.01%	998
2023 Q3	$298K	Sell	5,210 -717	-12%	-$41.6K	﹤0.01%	1202
2023 Q2	$348K	Buy	5,927 +710	+14%	+$42.3K	﹤0.01%	1105
2023 Q1	$313K	Buy	5,217 +808	+18%	+$47.9K	﹤0.01%	1135
2022 Q4	$258K	Sell	4,409 -809	-16%	-$47.3K	﹤0.01%	1185
2022 Q3	$304K	Buy	5,218 +265	+5%	+$16.1K	﹤0.01%	1006
2022 Q2	$303K	Buy	4,953 +49	+1%	+$3K	﹤0.01%	1004
2022 Q1	$312K	Buy	4,904 +125	+3%	+$8.09K	﹤0.01%	978
2021 Q4	$318K	Sell	4,779 -256	-5%	-$17.2K	﹤0.01%	950
2021 Q3	$339K	Buy	5,035 +1,408	+39%	+$96K	0.01%	871
2021 Q2	$245K	Sell	3,627 -681	-16%	-$46.1K	﹤0.01%	991
2021 Q1	$291K	Buy	4,308 +295	+7%	+$20.2K	0.01%	819
2020 Q4	$280K	Sell	4,013 -6,511	-62%	-$455K	0.01%	754
2020 Q3	$742K	Buy	+10,524	New	+$742K	0.01%	642

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Avantax Advisory Services's VGIT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.1% in Q2 2025, selling an estimated $508K and leaving 96,875 shares worth $5.79M. The position accounts for 0.03% of the portfolio, ranked #410.

Avantax Advisory Services first reported a position in VGIT in Q3 2020 and has held it in 20 quarters since. The position peaked at $6.26M in Q1 2025. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Avantax Advisory Services held 96,875 shares of Vanguard Intermediate-Term Treasury ETF worth $5.79M as of Q2 2025.
Avantax Advisory Services sold 8,577 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $508K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #410 holding.
Avantax Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Vanguard Intermediate-Term Treasury ETF position peaked at $6.26M in Q1 2025.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.