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

BerganKDV 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
2023 Q2	$1.34M	Buy	+22,890	New	+$1.36M	0.13%	116
2023 Q1	–	Sell	-76	Closed	-$4.44K	–	1118
2022 Q4	$4.44K	Buy	+76	New	+$4.44K	﹤0.01%	690

Other funds holding VGIT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

BerganKDV Wealth Management's VGIT Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023: 22,890 shares worth $1.34M. The stake represents 0.13% of the portfolio and ranks #116 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in VGIT as recently as Q4 2022.

BerganKDV Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

BerganKDV Wealth Management held 22,890 shares of Vanguard Intermediate-Term Treasury ETF worth $1.34M as of Q2 2023.
Vanguard Intermediate-Term Treasury ETF was a new BerganKDV Wealth Management position in Q2 2023.
Vanguard Intermediate-Term Treasury ETF made up 0.13% of BerganKDV Wealth Management's portfolio in Q2 2023, its #116 holding.
BerganKDV Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 2 quarters since.
555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.