Boston Financial Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Boston Financial 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
2024 Q4	$22.9M	Buy	395,290 +5,863	+2%	+$345K	0.69%	45
2024 Q3	$23.5M	Buy	389,427 +48,417	+14%	+$2.89M	0.7%	47
2024 Q2	$19.9M	Buy	341,010 +212,506	+165%	+$12.3M	0.63%	48
2024 Q1	$7.52M	Buy	128,504 +11,760	+10%	+$690K	0.24%	81
2023 Q4	$6.93M	Buy	116,744 +3,155	+3%	+$182K	0.23%	81
2023 Q3	$6.49M	Buy	113,589 +14,961	+15%	+$867K	0.24%	83
2023 Q2	$5.79M	Buy	98,628 +5,555	+6%	+$331K	0.21%	88
2023 Q1	$5.58M	Buy	93,073 +25,251	+37%	+$1.5M	0.22%	86
2022 Q4	$3.97M	Buy	+67,822	New	+$3.96M	0.16%	100

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Boston Financial Management's VGIT Position: Q4 2024 in Review

Boston Financial Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.5% in Q4 2024, buying an estimated $345K and bringing the position to 395,290 shares worth $22.9M. The position accounts for 0.69% of the portfolio, ranked #45.

Boston Financial Management first reported a position in VGIT in Q4 2022 and has held it in 9 quarters since. The position peaked at $23.5M in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Boston Financial Management held 395,290 shares of Vanguard Intermediate-Term Treasury ETF worth $22.9M as of Q4 2024.
Boston Financial Management bought 5,863 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $345K.
Vanguard Intermediate-Term Treasury ETF made up 0.69% of Boston Financial Management's portfolio in Q4 2024, its #45 holding.
Boston Financial Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 9 quarters since.
Boston Financial Management's Vanguard Intermediate-Term Treasury ETF position peaked at $23.5M in Q3 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.