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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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Buckingham Strategic Wealth's VGIT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.6% in Q2 2024, buying an estimated $33.3M and bringing the position to 6,603,169 shares worth $385M. The position accounts for 3.98% of the portfolio, ranked #8.

Buckingham Strategic Wealth first reported a position in VGIT in Q3 2020 and has held it in 16 quarters since. 677 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

  • Buckingham Strategic Wealth held 6,603,169 shares of Vanguard Intermediate-Term Treasury ETF worth $385M as of Q2 2024.
  • Buckingham Strategic Wealth bought 576,791 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $33.3M.
  • Vanguard Intermediate-Term Treasury ETF made up 3.98% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #8 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 16 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.