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Berkeley Inc’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Berkeley Inc’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
2022
Q1 		– Sell
-3,163
Closed -$210K – 95
2021
Q4 		$210K Sell
3,163
-2
-0.1% -$134 0.14% 90
2021
Q3 		$214K Buy
3,165
+3
+0.1% +$205 0.16% 82
2021
Q2 		$214K Buy
+3,162
New +$214K 0.15% 80

Other funds holding VGIT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkeley Inc's VGIT Position: Q1 2022 in Review

Berkeley Inc sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 3,163 shares — an estimated $210K sold.

Berkeley Inc first reported a position in VGIT in Q2 2021 and held it in 3 quarters. The position peaked at $214K in Q2 2021. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

  • Berkeley Inc reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Berkeley Inc sold 3,163 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $210K.
  • Berkeley Inc first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and held it in 3 quarters.
  • Berkeley Inc's Vanguard Intermediate-Term Treasury ETF position peaked at $214K in Q2 2021.
  • 408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Berkeley Inc's 13F filing for Q1 2022, filed 4 Mar 2025.