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BSW
Buckingham Strategic Wealth’s
Vanguard Intermediate-Term Treasury ETF
VGIT
Stock Holding History
Buckingham Strategic Wealth’s Portfolio
VGIT Stock Details
VGIT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
$385M
Buy
6,603,169
+576,791
+10%
+$33.3M
3.98%
8
2024
Q1
$353M
Buy
6,026,378
+714,504
+13%
+$41.9M
3.72%
8
2023
Q4
$315M
Buy
5,311,874
+613,932
+13%
+$35.4M
3.75%
6
2023
Q3
$268M
Buy
4,697,942
+378,781
+9%
+$22M
3.8%
6
2023
Q2
$253M
Buy
4,319,161
+330,160
+8%
+$19.7M
3.61%
7
2023
Q1
$233M
Hold
3,989,001
–
–
4.24%
6
2022
Q4
$233M
Sell
3,989,001
-29,522
-0.7%
-$1.73M
4.24%
6
2022
Q3
$234M
Sell
4,018,523
-175,517
-4%
-$10.6M
4.78%
5
2022
Q2
$257M
Sell
4,194,040
-78,679
-2%
-$4.82M
5.07%
5
2022
Q1
$269M
Sell
4,272,719
-118,877
-3%
-$7.69M
5.3%
4
2021
Q4
$292M
Buy
4,391,596
+162,608
+4%
+$10.9M
5.64%
4
2021
Q3
$286M
Buy
4,228,988
+485,313
+13%
+$33.1M
5.85%
4
2021
Q2
$254M
Buy
3,743,675
+711,420
+23%
+$48.1M
6.13%
3
2021
Q1
$204M
Buy
3,032,255
+1,083,517
+56%
+$74.1M
10.05%
1
2020
Q4
$135M
Buy
1,948,738
+1,563,897
+406%
+$109M
7.1%
1
2020
Q3
$27.1M
Buy
+384,841
New
+$27.1M
2.08%
7
Other funds holding VGIT
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
ERSOT
Employees Retirement System of Texas
Austin, Texas
$11.4B AUM
21.6%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
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
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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