Bartlett & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bartlett & Co’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
2023 Q4	$178K	Buy	+3,000	New	+$173K	﹤0.01%	485

Other funds holding VGIT

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Bartlett & Co's VGIT Position: Q4 2023 in Review

Bartlett & Co opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023: 3,000 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings.

659 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

Bartlett & Co held 3,000 shares of Vanguard Intermediate-Term Treasury ETF worth $178K as of Q4 2023.
Vanguard Intermediate-Term Treasury ETF was a new Bartlett & Co position in Q4 2023.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #485 holding.
659 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.