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Briaud Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-794
Closed -$47K – 331
2025
Q2 		$47K Hold
794
– – 0.02% 100
2025
Q1 		$47K Buy
+794
New +$46.4K 0.02% 91

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Briaud Financial Planning's VGIT Position: Q3 2025 in Review

Briaud Financial Planning sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 794 shares — an estimated $47K sold.

Briaud Financial Planning first reported a position in VGIT in Q1 2025 and held it in 2 quarters. The position peaked at $47K in Q2 2025. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

  • Briaud Financial Planning reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 794 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $47K.
  • Briaud Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Briaud Financial Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $47K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.